How Parent Business Unit works?

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Posted on by Dave Wi

Hello,

As per my understanding, users in Parent BU will have access on every child BUs resources that comes under that parent BU.

Please find the setup as follows:

BU	Parent BU	Team	Team Security Role	User
IT001 Admin BU	OrgBU	IT001 Group Team	App Security Role	IT001U1
IT002 BU	IT001 Admin BU	IT002 Group Team	App Security Role	IT002U1
IT003 BU	IT001 Admin BU	IT003 Group Team	App Security Role	IT003U1
IT004 BU	IT001 Admin BU	IT004 Group Team	App Security Role	IT004U1

Security Role is scoped at BU level for write and delete operations while rest of the operations are at org level.

Now, as per the above setup, I assume, user IT001U1 can have access on everything created under IT001 Admin BU, however records are still behaving as per the assigned security role to IT001U1.

Can you please clarify, what access level users get when added into the Parent BU? What is the importance of adding user into Parent BU?

Thanks and Regards,

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Answers (1)

Dave Wi on at

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Re: How Parent Business Unit works?

Thank you for your time on this! Awesome you!

Regards,
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: How Parent Business Unit works?

@dave8
Exactly for the Model Driven app it is all dependent on the Security Role.
Dave Wi on at

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Re: How Parent Business Unit works?

Yes, this information I am aware of, however does it mean that user from parent BU must have security role assigned to the app, even if the app is shared with parent-child BU scope role to user from child BU in order to see app created in D365 ?

Meaning, there is nothing like an Admin rights on group of teams - but it's all about "Security Role" assignment to the user/app?

Thanks and Regards,
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: How Parent Business Unit works?

@dave8
When a Model Driven App is created , the users accessing the app will be dependent on the Security Role assigned to the App, So any user with the same security role assigned to the APP can access the Model Driven Apps.

For Canvas app , any user whom the canvas app is shared with can access the App.

Of course this is based on the Assigned Licenses to the users.

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MG (Naturally Curious)
Dave Wi on at

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Re: How Parent Business Unit works?

anything created by user from child BU under D365, so Model driven App.

How to make user from Parent BU to see everything (App,entity,records - anything in D365) done by user from Child BU?

Thanks and Regards,
Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: How Parent Business Unit works?

@dave8
What type of app you are referring to?
Dave Wi on at

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Re: How Parent Business Unit works?

Hi @Mira_Ghaly

Thank you for your response, it was very helpful.I see after changing the BUs of users and Security role with Child-Parent BU scope, users from parent BU can work on records created by users from child BU - If both the users have same security role assigned and hence app.

so, this is about the CDS records impact with parent-child BUs, however how about the app.

Let's assume that user from child BU has created an app, then will this app be visible by user from parent BU? or it can only be visible if user is assigned with the app's security role?

How to make user from Parent BU to see everything (App,entity,records - anything in D365) done by user from Child BU?

Thanks,
Verified answer

Mira Ghaly 11,409 Super User 2025 Season 1 on at

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Re: How Parent Business Unit works?

Hi @dave8
It depends on how you configure your security role , so if the User in Parent Organization and needs to access records in the Child organization so the access should be as below:

If this post helps you with your problem, please mark your as Accepted solution.
If you like my response, please give it a Thumbs Up.
MG (Naturally Curious)