CRM 2013 Security Model RRS feed

  • Question

  • Hi Guys ,

    We are implementing security model on MSCRM 2013 online like below :

    Root Business unit --> Parent BU -->Child BU--> core records(Account).

    I would like to understand following concepts :

    1) How do i relate core records to Child BU so that users in that BU get access to only those records ?

    2)How do i transfer BU structure ,eg:all BUs created,from environment to other environment.I heard that it is not possible to add BUs to a Solution.

    Awaiting your valuable response !

    Thanks & Regards,


    Sunday, November 9, 2014 10:02 AM

All replies

  • hi Naveen,

    owner of a record determines where the record sits. Security role can be used to allow people of same business unit to see the record.

    again there are multiple ways to do the above mentioned using teams, record sharing etc. But the easiest would be what I explained on first line.

    business unit creation is a one time task. Can be created in production manually.



    Sunday, November 9, 2014 11:02 AM
  • Hi Rithesh,

    Thank you so much for the response !

    We will be having 100 Business Units , so the only way is to creáte them directly in Production ?

    Is there no way to do that in Dev , verify and move the same BUs to PROD eventually ?



    Sunday, November 9, 2014 11:26 AM
  • hi Naveen,

    organization import will copy the business units. But so does the test data.

    business units can be programmatically created. I would advise you to explore in this direction for your requirements.




    Sunday, November 9, 2014 7:28 PM