Home > CRM > Dataverse | Modernize business units (Public Preview)

Dataverse | Modernize business units (Public Preview)

With this preview feature,

  • Users are no longer restricted to accessing/managing data in their own business unit.
  • Users can now access and own records across business units.
  • Security roles from different business units can be assigned to the users regardless of the business unit the users belong to.
  • This feature enables the Owning Business Unit column of the record so that it can be set/updated by the users.
  • The Owning Business Unit column determines the business unit that owns the record.
  • Business units’ data access can now support “Matrix data access” structure.

Modernize Business Unit – Feature Goals:

Modernize Business Unit – Design Elements:

New Organization Settings while Changing the User’s Business Units:

Refer following videos to learn more about this preview feature:

🙂

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