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Accounts in CRM are not associated with your business units per se. &nbsp;Accounts are associated with an &quot;owner&quot; who, in turn, belongs to a business unit. &nbsp;Business Units are really part of how to manage security roles in CRM - they help you to set who can see which records.<br />
What is it that you are trying to accomplish by making this association? &nbsp;There may be a method that can help you if you'll give me some more details about your challenge.<br />

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I have accounts that can only be accessed by people in a business unit<br />
I do want to prevent that users see accounts that do not belong to them.<br />
Users can be in diffrent business units at the same time <br />
That's all<br />
We just start with CRM but I do want to get it right the first time
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Hello<br />
<br />
How do I associate an account with a business unit?<br />
Or am I missing something?<br />

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Hello

How do I associate an account with a business unit?
Or am I missing something?


Account and Bussines Unit in CRM 4.0

Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization, including businesses, schools, interest-based user groups, clubs, charities, or governments. Services provided by enterprise software are typically business-oriented tools such as online shopping and online payment processing, interactive product catalogue, automated billing systems, security, enterprise content management, IT service management, customer relationship management (CRM), enterprise resource planning (ERP), business intelligence (BI), project management, human resource management (HR), manufacturing and supply chain management, enterprise application integration (EAI), and enterprise forms automation. Enterprise software is often available as a suite of customizable programs that require specialist capabilities.

Enterprise Software

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.