Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
[CRM 2015] Sharing records between different business units RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    We have the following business unit setup:

    BU A - root Business Unit

    BU B, C - child Business Units to BU A at the same level

    We want to share all records of an entity type (i.e. Account) between business units B and C, is there a way to do this without using Teams?

    Can this be done strictly through using security roles?

    Thanks.

    Tuesday, August 9, 2016 3:36 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Now you can use hierarchical security for sharing, which provide you two option manager and position, see if that is helpful for you depending on your CRM version: https://technet.microsoft.com/en-us/library/dn832142.aspx?f=255&MSPPError=-2147217396

    Hope it will help you

    Mahender |Our Blog
    "Make sure to click on 'Vote as Helpful' and 'Mark As Answer', if you get answer of your question

    Wednesday, August 10, 2016 5:43 AM
    Moderator