Loading...

Record ownership across business units (Preview)

Record ownership across business units (Preview)

Record ownership across business units is a handy new tool that has been in preview since early November 2021 under the heading of 'Modernize Business Units'. Despite being in use for quite some time, it's not a feature that has been extensively written about yet. So, let's take a closer look at what this feature offers.

The new feature allows users to assign a record owner across different business units within the same organization, making it easier to manage ownership of records and streamline workflows.

The ability to do this has been a long-requested feature, and its introduction has been welcomed by users who have been keen to simplify the process of managing record ownership across diverse teams and units.

If you're intrigued by the potential of this new tool, now is a great time to give it a try and see how it can transform your business processes.

Read More

Published on:

Learn more
Dynamics 365 Talk – D365 "Taylored" to you!
Dynamics 365 Talk – D365 "Taylored" to you!

Share post:

Related posts

How to Retrieve Records and Related Data with Microsoft Dynamics 365 CRM Plugins.

If you're looking to optimize your Customer Relationship Management (CRM) system, then Microsoft Dynamics 365 CRM is a great option. It offers...

7 months ago

Create / Update Related entity record in MS Dynamics CRM

This blog post provides guidance on creating and updating related entity records in MS Dynamics CRM. While working on the CRM platform, it's c...

8 years ago

Exploring Dynamics CE Focused View: Streamlining Task Management and Record Navigation

Microsoft Dynamics 365 Customer Engagement allows for customized "views" within entities, enabling users to organize and present information b...

8 months ago

{How to} Enable record ownership across Business Units in Dynamics 365

If you're looking to enable record ownership across Business Units in Dynamics 365, this tutorial will guide you through the process. Previous...

7 months ago

Microsoft Purview Data Lifecycle Management: Upcoming retirement of SharePoint Online Record Center site features

Microsoft Purview Data Lifecycle Management is a scalable solution for proactively retaining or deleting content in Microsoft 365. The platfor...

1 year ago

How to Work with CRM Microsoft Dynamics 365 - Best Tools for Business Tasks

Customer Relationship Management (CRM) software is a powerful business tool that enables businesses to manage customer interactions and data r...

1 year ago

QuickBooks Online & Dynamics 365 CRM Online Integration - Get a 360-degree view of Customer Data!

This video introduces viewers to the power of integrating QuickBooks Online and Dynamics 365 CRM Online to achieve a comprehensive view of cus...

2 years ago

Record ownership across business units (PREVIEW)

Microsoft is continuing its efforts to improve the security model for a seamless experience across different business units. The Microsoft Dat...

2 years ago

Easy Record Sharing in Dynamics 365

This is a video tutorial on how to easily share records in Dynamics 365 - a powerful tool for managing customer data. The tutorial is easy to ...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy