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

Hello Everyone,

Today I am going to show how to enable record ownership across Business Units in Dynamics 365.

Let’s get’s started.

Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A.

User B from Business unit B with Role Y – access – All contacts of the Business Unit B.

Here the USER A can not Contacts of Business Unit B vice versa.

This is usually called a hierarchy structure security.

Modern Matrix data access structure

With introduction of the Modern Matrix data access structure (Modernized Business Units)

Customers can use an organization structure where data is compartmentalized in a tree-like hierarchy, and users can access any business unit’s data regardless of what the business unit the user is assigned to.

When we associate a user with this environment, we can set the user to be in one of the business units.

For each business unit that a user needs to access data, a security role from that business unit is assigned to the user.

When the user creates a record, the user can set the business unit to own the record.

Let’s see an example:

User A can be assocoated with any of the business units, including the root business unit. A security tole Y from Divison A is assigned to user A which gives the user access to Contact #1 and Contact #2 records.

A security role Y from Division B is assigned to user A which gives the user access to Contact #3 record.

How to enable this feature?

Note: If you to enable this feature, you will need to publish all your unpublished customizations tables for the feature.

If you find that that you have any unpublished tables that are not working with this feature after you have turned it on, you can set the RecomputeOwnershipAcrossBusinessUnits settings using the OrgDBOrgSettings tool for Microsoft Dynamics CRM.

Settings RecomputeOwnershipAcrossBusinessUnits to true allows the Owning Business Units field to be set and updated.

Go to Power Platform Admin Center:

Set the environment and then settings > Features:

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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