Delete a business unit

 

Applies To: Dynamics CRM 2013

You can delete a business unit to completely remove it from Microsoft Dynamics CRM.

Important

Before deleting a business unit, be sure to consider the following:

  • Deleting a business unit is irreversible.

  • The records owned by the business unit are deleted at the same time you delete the business unit.

  • You can’t delete a business unit until you delete any associated users, teams, and child business units.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you’re using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Administration > Business Units.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Administration > Business Units.
  3. Click or tap to select the business unit that you want to delete.

  4. On the Actions toolbar, click or tap More Actions > Disable.

  5. In the Confirm Deactivation dialog box, click or tap Deactivate.

  6. With the entry for the business unit you’re deleting still selected, on the Actions toolbar, click or tap the Delete icon delete.

  7. In the Confirm Deletion dialog box, click or tap Delete.

See Also

Set up a CRM organization
Assign a business unit a different parent business

© 2016 Microsoft Corporation. All rights reserved. Copyright