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Customer Engagement: Business Unit

Overview

A business unit is a logical grouping of related business activities. It is the foundation of the security structure in Microsoft Dynamics 365. Each user has to be part of a business unit. 

The diagram below represents all the components that impact how a user can have access to records and capabilities in Customer Engagement. This post specifically focuses on business units.

In Dynamics 365

Root business unit

There is a default business unit that is created when Dynamics 365 is installed. The root business unit is the top level of the business unit hierarchy. This is normally the corporation name.

Child Business Unit

Child business units can represent subsidiaries, divisions, departments or other areas of the business within the organisation.

Business units are not legal entities. There are rare occasions when these are a direct match however ensure when defining you business unit consider how data will be shared by your customer engagement users.

Business units are rarely a companies organisation structure as this is too granular and often changes. When creating business units consider how data needs to be separated and shared throughout the business not just for security reasons but for ease of use.

Example

Below are some examples of how Business units could be setup.

1 level business unit setup based on region

The image below shows a simple region based business unit setup. This sort of business unit structure would be perfect for an organisation that didn’t customers across regions and provided reporting at the region level.

For a larger organisation a multi level regional business unit structure could be setup.

Large regional business unit setup

There is only value setting up a large business unit structure as illustrated above is data needs to controlled inside these business units by their users. There is no value in doing a business unit structure like this if there is 1 sales person in West Coast and they need to be able to also update all contacts and opportunities across the Americas.

Using Business Units as departments is another typical example of how they can be used to partition data.

Business Unit – Division

Microsoft

See https://docs.microsoft.com/en-us/power-platform/admin/create-edit-business-units for Microsoft docs details.