O'Reilly logo

Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Business Units

You control access to information across the organization with business units, teams, and territories. With Microsoft Dynamics CRM, you can create multiple child business units and assign users that have access to only the information within their business unit, not their parent business unit.

When Microsoft Dynamics CRM is first installed, you specify the parent business unit as the organization name during the installation. This is the default business unit that will derive any child business units. If your organization is relatively small or has no separated business units (other than the organization itself), there is little reason to make any changes to the business units. As such, you end up with one business unit with the ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required