In Microsoft Dynamics 365 Sales, Business Units play a critical role in organizing your organization’s security model. They define the structure of your CRM and help segregate data access. Once your Business Units are in place, you can create Teams under them and assign Users with specific roles.

We at AtiSunya Pvt. Ltd. can help you with setting up CRM for you. Here’s a step-by-step guide to help you get started:

✅ Step 1: Create a Business Unit in D365 Sales

1. Go to the Advanced Settings (Gear icon > Advanced Settings).

2. Navigate to:
   Settings > Security > Business Units

3. Click on New to create a new Business Unit.

4. Fill in the following fields:

   • Name – Name of your new business unit (e.g., “North Region Sales”).

   • Parent Business – By default, it’s the root (main org unit). Choose another if needed.

   • Address – Optional, but helpful for clarity.

5. Click Save and Close.

📌 Note: Every Business Unit is a security boundary. Users can only access records as allowed by their security roles within their Business Unit.

✅ Step 2: Create a Team Under the Business Unit

1. Go to:
   Settings > Security > Teams

2. Click on New.

3. In the Team form, fill in:

   • Name – Team name (e.g., “North Sales Team A”).

   • Business Unit – Select the Business Unit you created in Step 1.

   • Team Type – Usually “Owner” (for record ownership). You can also choose “Access” team if it’s for sharing.

   • Administrator – Assign a user who will manage the team.

4. Click Save.

✅ Step 3: Assign Users to the Team

1. Open the Team you just created.

2. Scroll down to the Members subgrid.

3. Click on + Add Members.

4. Choose users that belong to the same Business Unit.

   🔐 Only users from the same Business Unit can be added to the team.

5. Click Add to confirm.

✅ Step 4: Assign Security Roles to the Team or Users

• To assign a Security Role to a Team:

  1. Go to the Team record.

  2. Click Manage Roles.

  3. Select the appropriate roles (e.g., Salesperson, Sales Manager).

  4. Click OK.

• Alternatively, assign roles directly to users:

  • Navigate to Settings > Security > Users

  • Open a user record.

  • Click Manage Roles and assign relevant roles.

🎯 Final Tips:

• Business Units define the data boundary.

• Teams help in grouping users for collaboration and sharing access.

• Assign security roles carefully to control what users can see and do in the CRM.

• Use Owner Teams for sharing and owning records collectively.

🚀 Conclusion

Setting up Business Units, Teams, and Users correctly in Dynamics 365 Sales CRM is foundational for data security and operational clarity. By following this structure, you ensure your CRM setup is both secure and scalable.