Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Prevent parent BU users from viewing child BU data

(0) ShareShare
ReportReport
Posted on by
Hi
 
I've created a child BU from a Parent BU in Dynamics 365 Sales so that the child BU users can only view their data.
 
What should I do / what is best practice to prevent the parent BU users being able to view the child BU data? 
 
thanks
 
Chris
  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Prevent parent BU users from viewing child BU data
    Hi,
     
    According to the official documentation.
    You can make changes to the security roles assigned to users in the parent business unit.
    Modify the level of access to table records to no more than the business unit.
    This prevents the parent business unit users from seeing the data of the child business unit.

    Best Regards,
    Dengliang Li
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans