[PowerTips] Decoupling Owner and Owning Business Unit Fields

Have you ever contemplated breaking free from the dependencies between the owner and owning business unit fields in Dynamics 365? This article explores the intriguing concept of decoupling these fields, providing you with the ability to customize the owning business unit and choose the desired business unit for a record, regardless of the owner’s affiliation. By making a simple adjustment to the OrgDBOrgSettings, you can unlock a new level of flexibility and control within your Dynamics 365 environment.

Discover the key to decoupling owner and owning business unit fields by updating the OrgDBOrgSettings AlwaysMoveRecordToOwnerBusinessUnit setting. This modification allows the owning business unit field to become editable, enabling its inclusion in forms. With this newfound flexibility, users can select the appropriate business unit for a record, regardless of the owner’s business unit association.

While the decoupling of owner and owning business unit fields provides greater flexibility, it’s crucial to understand the behaviour of the initial record save. Learn about the restriction that locks the record to follow the owner’s business unit during the first save, preventing immediate changes. However, after the initial save, you can freely select any desired business unit for the record. Additionally, discover how changing the owner from a different business unit does not impact the owning business unit field.