Assign a business unit a different parent business

  • Article

 

Applies To: Dynamics CRM 2013

You can assign a different parent business to a business unit to accommodate changes in your business requirements. When you reassign a business unit, any child business units are also reassigned with it.

  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 you want to change the settings for.

  4. On the Actions toolbar, click or tap More Actions > Change Parent Business.

  5. In the Change Parent Business dialog box, in the New parent business text box, type part or all of the name of the parent business you want to assign the business unit to, and then click or tap the Click to select a value for New parent business icon lookup_v4.

  6. Select the record for the parent business you want to assign the business unit to, and then click OK.

See Also

Control data access
Set up a CRM organization
Create or edit a site

© 2016 Microsoft Corporation. All rights reserved. Copyright