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Change the business unit s root business unit.
Change the business unit's parent business unit.
Copy the business unit to the new position in the organizational hierarchy.
Disable the business unit, change the business unit s organization team and then activate the business unit.
Users assigned to the disabled business unit will be reassigned to the root business unit.
Users assigned to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.
Users assigned to child business units subordinate to the disabled business unit will be reassigned to the root business unit.
Users assigned to child business units subordinate to the disabled business unit will not be able to log on to Microsoft Dynamics CRM.
Raising events for workflow processes
Controlling access to objects through security
Controlling access to the database through the data access layer
Enforcing the population of required custom fields on a record
Supports Internet lead capture
Supports custom workflow assemblies
Allows a maximum of 2048 fields per entity
Allows offline synchronization with Microsoft Outlook 2010
Customizing the Microsoft Dynamics CRM schema
Modifying the Microsoft Dynamics CRM website files and settings
Automating business processes through Microsoft Dynamics CRM dialogs
Creating entities, fields, forms and charts within Microsoft Dynamics CRM
Extending Microsoft Dynamics CRM by using application event programming
In the system settings
In the data management tool
In the user-based email settings
In the system-based email settings
The Precision setting on each currency attribute
The Pricing Decimal Precision system setting
The Personal Standards and Formats setting
The Organizational Standards and Formats setting
Minimum times for synchronization processes
The synchronizing client
The process of updating parent accounts when contacts synchronize
The interval between sending of Microsoft Dynamics CRM email messages
You can export the managed solution.
You can add solution components to the managed solution.
You cannot remove solution components from the managed solution.
Deleting the managed solution will uninstall all of its solution components.
Entities
Connection roles
Client extensions
Service endpoints
A business entity in a managed solution
A business entity in an unmanaged solution
A custom component that is part of a default solution
A custom component that is part of an unmanaged solution
Append Note
Publish Articles
Share Opportunity
Write Contract
All roles have no access
All roles have read-only access
System Administrator and System Customizer roles have read-only access
System Administrator and System Customizer roles have full access.
Organization Read access and User Create access.
User Read access and Business Unit Create access.
Business Unit Read access and User Create access.
Organization Read access and Organization Create access.
Append privilege on the Note entity and Append To privilege on the custom entity
Append To privilege on the Note entity and Append privilege on the custom entity
Create privilege on the Note entity and Append privilege on the custom entity
Share privilege on the Note entity and Write privilege on the custom entity
Copy and modify the existing security role.
Create a custom security role in the new business unit.
Link the existing security role to the new business unit.
Share the existing security role with the new business unit.
Other users
Other teams
Any child business unit
Any other business unit
Create privileges on Service Endpoints
Read privileges for the Solution entity
Read privileges for the Plug-in Assembly entity
The Import Customizations privilege set to On
The Publish Customizations privilege set to On
Standard fields in standard entities
Standard fields in custom entities
Custom fields in standard entities
Custom fields in custom entities
Only built-in security roles
Built-in and custom security roles
Only the security roles contained in the business unit of the new user
None (security roles are added after the user is created)
Assign the user to the Salesperson team queue.
Assign the Salesperson role to the user upon creation.
Assign the user to a team that has the Salesperson role assigned.
Assign the user to a business unit that has the Salesperson role assigned.
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