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Prevent parent BU users from viewing child BU data

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Posted on by Chris D77

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

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Development / Customization / SDK

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Dengliang Li Microsoft Employee on at

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Prevent parent BU users from viewing child BU data

Hi,

According to the official documentation.

Security roles and privileges - Power Platform | Microsoft Learn

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

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