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Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Create or edit business units
In this articleA business unit is a logical grouping of related business activities. If your organization is structured around departments or divisions that have separate products, customers, and marketing lists, you might want to create business units. Business units are mapped to an organization’s departments or divisions. Users can securely access data in their own business unit, but they can’t access data in other business units unless they are assigned a security role from that business unit. Business units, security roles, and users are linked together in a way that conforms to the role-based security model. Use business units together with security roles to control data access so people see just the information they need to do their jobs. Keep the following in mind when creating business units:
Create a new business unitThese settings can be found in the Microsoft Power Platform admin center by going to Environments > [select an environment] > Settings > Users + permissions > Business units. Make sure you have the System Administrator permission to update the setting.
Change the settings for a business unit
Change the business unit for a userImportant By changing the business unit for a user, you can remove all security role assignments for the user. At least one security role must be assigned to the user in the new business unit.
Note If you have enabled Record ownership across business units, you can use the following environment database settings to manage your user security role and how you want to move the user’s records when you are changing the user’s business unit.
Change the business unit for a teamImportant By changing the business unit for a team, you can remove all security role assignments for the team. At least one security role must be assigned to the team in the new business unit.
Note If you have enabled Record ownership across business units, you can use the following environment database settings to manage your team security role and how you want to move the team's records when you are changing the team's business unit.
See alsoDelete a business unit FeedbackSubmit and view feedback for Which of the following involves monitoring and leveraging customer interactions to sell a company's products and to increase customer service?Customer relationship management (CRM) helps businesses to gain an insight into the behaviour of their customers and modify their business operations to ensure that customers are served in the best possible way.
What is one advantage of personal selling over other forms of promotion?Personal selling offers several advantages over other forms of promotion: Personal selling provides a detailed explanation or demonstration of the product. This capability is especially desirable for complex or new goods and services.
Which type of system is defined as one that helps make the sales process itself more efficient?A CRM system in a B2B environment helps monitor sales as they move through the sales funnel, enabling a business to address any issues that might come up during the process. CRM systems in the B2B market help create more visibility into leads and, therefore, increase efficiency throughout the sales process.
Which of the following is an advantage of personal selling for a company?Advantages of Personal Selling
It is two-way communication. So the selling agent can get instant feedback from the prospective buyer. If it is not according to plan he can even adjust his approach or sales presentation accordingly. Since it is an interactive form of selling, it helps build trust with the customer.
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