Change the business unit for a record

Can I do this task?

You can change the business unit for an individual facility A physical space, such as a conference room or service bay, where a service activity can be performed., equipment The tools or assets used to perform a service activity., or user A person who has an active user account in Microsoft Dynamics CRM Online..

Warning By changing the business unit, you remove all security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. assignments for the user. At least one security role must be assigned to the user in the new business unit. This will also change the records a user can access.

More information: Work with Security Roles

1. In the Navigation Pane, click Settings, click Administration, and then click Business Units.
2. Double-click a business unit to open it.
3. Under Organization, open a Facility/Equipment

   - OR -

User record.

1. On the More Actions menu, click Change Business Unit.
2. On the Change Business Unit dialog box, select a new business unit, and then click OK.
3. To save your changes and close the dialog box, click OK.