Microsoft Dynamics® CRM Training
Creating Business Units
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Creating Business Units
Hi, and welcome to the xRM.com CRM Success Portal.
In CRM Online, Business Units can be used to organize records, such as Users and Teams. Business Units are arranged in a hierarchy, meaning that Business Units can be parents of other Business Units.
A Parent Business Unit has one or more Business Units below it in the hierarchy. This can reflect the way your real business might be organized, with certain departments reporting to, or being controlled by, others.
A Child Business Unit is immediately under another Business Unit in the hierarchy of an organization.
In this tutorial, we will create a two Business Units, one Parent Business Unit, and one Child Business Unit.
This task requires the Security Role of System Administrator or System Customizer, or equivalent privileges.
We begin by navigating to Settings > System > Administration. Now, click Business Units.
Here, we see a list of Business Units in our organization. In the toolbar, click New.
The Business Unit form opens with the temporary name of "New". We can now enter the information about our new Business Unit. Notice that the only two required fields are Name and Parent Business, as noted by the red asterisks. Let's type "Sample Business Unit" in the Name field.
Now, we must designate the Parent Business Unit. CRM Online has already filled in the Parent Business field with the Root Business Unit. The Root Business Unit is the Business Unit that is at the top of the hierarchy in your organization. It is created upon the establishment of your company's CRM Online environment, and it cannot be changed or deleted. If we want to designate another Business Unit as the Parent Business Unit, we can do so by clicking the lookup icon in the Parent Business field. Let's keep the Root Business Unit as the Parent Business Unit, in this case, xRM.
We do not need to fill any other information out before saving, but notice the fields available to us. The Division field can represent a Division of the company based on geography, product specialization, or a number of other characteristics. We can also fill out the contact information of the Business Unit.
Below the General section is the Addresses section. Here, we can fill out the Billing Address and the Shipping Address of our new Business Unit.
Now, let's click the Save icon. CRM Online now creates the Business Unit. Once it is saved, we can add Users, add Teams, and make edits to the contact information.
In the toolbar, click Actions. In the dropdown menu, there are a number of actions we can take regarding this Business Unit. If we need to disable the Business Unit, we select Disable. If you disable a Business Unit, every Child Business Unit under it will be disabled as well. Also, all Users of those Business Units will not be able to sign in to CRM Online.
Also, notice that in the Business Unit form, in the Parent Business field, the lookup icon is grayed out. This means that we cannot change the Parent Business Unit here. To do so, click Actions, then select Change Parent Business.
This opens the Change Parent Business dialog. Here we could click the lookup icon and select a new Parent Business Unit if we so choose. If you were to do this, you'd click OK. Since we are not, we'll click Cancel. Now, close "Sample Business Unit".
Let's create a Child Business Unit. Click New in the toolbar. The Business Unit form opens with the temporary name of "New". In the Name field, type "Sample Child Business Unit". Now click the lookup icon of the Parent Business field.
The Look Up Record dialog opens. We'll select "Sample Business Unit" and then click OK, thus closing the dialog. Now click Save and Close, which closes the Business Unit form.
Back at the list of Business Units, we can see our Sample Child Business Unit. Notice in the Parent Business column, it says "Sample Business Unit", signifying that Sample Child Business Unit is the Child Business Unit.
That's how you create Business Units in CRM Online.
Thanks for watching.