Why are users assigned to only one department?

Question

I don’t understand why a user can have several security roles, but can only be in one business unit?

We have people working in several business units and wearing different “hats” depending on which business unit they represent. For example, a senior marketing manager can resign, and at the same time, the finance chief of finance can take over his job until a new person is found. FD is assigned to business finance units, but now it also works in marketing.

How can this be placed in Dynamics CRM?

Answer 1

The security role determines which privileges (the things that they do and the entities that they can use) that the user has.

The business unit determines which records they will have access to with these security roles.

Together, they can be used to store data between different business areas and users.

Business units are arranged in a hierarchy.

Root

• Marketing

• Finance

• Sale

• Service

If a user in finance was to work in marketing, the classic answer would be to move them up the hierarchy to the root, where they have access to all the children (provided that their security role gives them access to child BE). However, in this case, it also gives them access to sales and services, which may be undesirable.

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