[PowerTips] Advancements in Business Unit Management

The world of business unit management in Dynamics 365 has witnessed significant advancements that provide organizations with newfound flexibility and enhanced control. In this blog post, we explore the possibilities enabled by the modernized business unit feature, which allows the assignment of multiple roles from different business units, liberating users and teams from the constraints of single business unit security roles. Additionally, we delve into a thought-provoking scenario where we encountered challenges when updating child record business units based on their parent records. Join us as we navigate through the intricacies and discover the insightful solutions that pave the way to overcoming these obstacles.

1. Unleashing Role Assignment Flexibility: The Power of Modernized Business Units Experience a paradigm shift in role assignment as the modernized business unit feature enables the assignment of multiple roles from diverse business units. Gone are the days of being limited to one business unit’s security roles for a user or team. Discover how this advancement empowers organizations to fine-tune permissions and tailor access control with greater precision.
2. Detaching Owner and Owning Business Unit: Deactivating Business Unit Movement on Owner Assignment By deactivating business unit movement on owner assignment, organizations gain unprecedented control over record management. Explore how this feature grants the freedom to choose any desired business unit for a record, effectively decoupling the dependency between the owner and the owning business unit field. Embrace a more flexible and dynamic approach to assigning ownership.
3. Plugin Challenges: Overcoming Security Field Restrictions Embark on a journey through a fascinating scenario where we encountered a requirement to update child record business units based on their parent records. Initially, a pre-operation plugin seemed like the logical solution, but Dynamics presented an intriguing obstacle. A plugin exception surfaced, stating that security-related fields could not be set in the pre-operation pipeline. Gain insights into our innovative approach as we successfully migrated the plugin to the post-operation sync, equipped with an updated strategy.
4. Unveiling Field Dependency Complexities: Unintended Business Unit Reversion Uncover an intriguing phenomenon that emerged during our exploration of standard operations. By selecting a different business unit during record creation, we intended to update the business unit field accordingly. However, an unexpected reversion occurred, with the field returning to its original value after the record was saved. Discover the underlying operations at play and the rationale behind this behaviour, where ensuring user access during the final operation takes precedence.