CRM 2011: Two Business Units, One Account RRS feed

  • Question

  • Hello Forum

    How to handle an account which should be visible in two business units? Is there another way instead of a manual share?

    Thanks a lot!

    Friday, December 6, 2013 2:35 PM

All replies

  • Hello,

    You can set the account record business unit to  parent business unit or organization level at time of record creation.



    • Proposed as answer by PriyaSwain Saturday, December 7, 2013 6:49 AM
    • Edited by PriyaSwain Saturday, December 7, 2013 6:51 AM
    Saturday, December 7, 2013 6:49 AM
  • Thanks Priya. But I have the root unit Company and a business unit A and B below. I have some accounts which should be visible for users in A and B. Can you please explain your answer more detailed, thank you.
    Saturday, December 7, 2013 8:20 AM
  • As per my knowledge we can set security roles to visible the record for both child business unit. But it will apply to all the account entity.

    As you don't want for all the records , I thing only the sharing option is available.The share method also available in sdk.



    Saturday, December 7, 2013 9:56 AM
  • Thanks, but it cannot be parent child, there are two business unit on the same level...
    Saturday, December 7, 2013 10:22 AM