This task requires the System Administrator or System Customizer 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. or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions
In the Navigation Pane, click Settings, click Administration, and then click Business Units.
In the Business Unit form, enter the information that you want for the new business unit.
On the General tab, enter a name for the new business unit.
Microsoft Dynamics CRM fills the Parent Business field with the name of the root business unit A business unit that is the top-level business unit in your organization chart. The root business unit is created based on the organization name that you enter during installation. You cannot change or delete this information.. You can use the Lookup button to change the value in the Parent Business field if a new business unit has a different parent.
You can also fill in any other fields that you want, including a division An organizational level of a company. Divisions can be based on geography, (East Division, West Division); product specializations, (New Technologies Division); or any other characteristics. In Microsoft Dynamics CRM, a division can be represented by a business unit. and contact information.
On the Addresses tab, you can enter information for the business unit's Bill to and Ship to addresses.
Click Save. After saving the record, you can click the record types under Organization to see a list of related records, and to change the settings for selected records.
Can I do this task?
to change the value in the