Loading...

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

{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. Previously, user access was limited to their respective Business Units, but with the introduction of the Modern Matrix data access structure, users are granted access to any business unit's data, regardless of their assigned business unit. The tutorial provides a step-by-step guide on how to enable this feature through the Power Platform Admin Center. Additionally, the author notes that you will need to publish all your unpublished customizations tables for the feature, and if you find any unpublished tables not working, you can set the RecomputeOwnershipAcrossBusinessUnits settings. This tutorial provides a clear understanding of how to make the most of this feature.

Published on:

Learn more
MICROSOFT DYNAMICS CRM /365  BLOG
MICROSOFT DYNAMICS CRM /365 BLOG

This blog is all about MS DYNAMICS CRM DEVELOPMENT, C# .NET,SQL SERVER

Share post:

Related posts

The Public Preview of the Modern Security Role setting URL redirection and the Modern Security Role setting interface are available to users that have access to the security role setting in the Dynamics 365 portal.

The public preview of the modern security role settings URL redirection and interface is now available for users who can access the security r...

8 months ago

Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center

You must have seen Security Roles, Field Level Security, Access Teams etc. as a way to access records in Dynamics 365 CE (or CRM). Here’...

10 months ago

Power Platform – Public preview of the Modern Hierarchy Security Editor Interface is now available

The public preview of the Modern Hierarchy Security Editor Interface is now available for Power Platform Admin Center (PPAC) admins. This UI i...

1 year ago

Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern UI

The latest release of Microsoft Dynamics 365 CRM comes with a new feature that allows for more control over data access and protection of sens...

1 year 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

Dataverse Security: Business Units

In this quick installment of the Dataverse Security Series we are talking about Business Units! Business Units are how users are organized in ...

2 years ago

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 ...

2 years ago

CHANGE USER BUSINESS UNIT WITHOUT REMOVING SECURITY ROLES IN DYNAMICS 365

When it comes to Dynamics 365, business units, users, and security roles are interdependent, forming the backbone of the security model in the...

2 years ago

CREATE APPICATION USER FOR DYNAMICS 365

If you are working with Dynamics 365, you may need to create an unlicensed user in your environment, known as an Application user, which will ...

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