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

  • Question

  • 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?


    Tuesday, August 9, 2016 3:36 PM

All replies

  • 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
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    Wednesday, August 10, 2016 5:43 AM