Dynamics CRM Online Training & Microsoft Dynamics CRM Training
                     Managing Teams and Business Units in 
Microsoft Dynamics CRM
 Understanding organizational structure and access control
 Improving collaboration, security, and operational 
efficiency
 Applicable for administrators, managers, and CRM users
 Based on best practices in Microsoft Dynamics CRM
Overview of Business Units
What is a Business Unit in Dynamics CRM?
Logical organizational structure within CRM
Represents departments, divisions, or regions
Used to control data ownership and visibility
Helps align CRM with real-world business hierarchy
•Every user belongs to one business unit
Hierarchy of Business Units
Business Unit Structure
Root Business Unit created during CRM setup
Child Business Units can be created under the root
Hierarchical structure supports multi-level 
organizations
Data access flows from parent to child units
•Suitable for enterprises with complex structures
Understanding Teams in Dynamics 
CRM
What is a Team?
A group of users working together on records
Teams belong to a specific business unit
Used to simplify record sharing and collaboration
Helps manage access without assigning permissions 
individually
•Supports role-based security management
Types of Teams
Team Classification
Owner Teams
o Can own records
o Assigned security roles
o Used for shared ownership and responsibility
Access Teams
o Do not own records
o Provide temporary or record-specific access
•Useful for cross-functional collaboration
Security Roles and Access Control
How Security Works with Teams and Business Units
Security roles define what users can do
Roles are assigned at the business unit or team level
Business units define data boundaries
Teams help extend access across users efficiently
•Ensures data privacy and compliance
Benefits of Using Business Units
Why Business Units Matter
Better control over data visibility
Supports organizational growth and restructuring
Enhances security and compliance
Simplifies reporting and ownership tracking
•Enables scalable CRM deployments
Benefits of Using Teams
Why Teams Are Important
Reduces administrative effort
Improves collaboration across departments
Enables shared ownership of records
Simplifies permission management
•Supports dynamic business processes
Best Practices
Best Practices for Managing Teams and Business 
Units
Design business units based on long-term structure
Avoid unnecessary deep hierarchies
Use teams instead of excessive individual sharing
Regularly review security roles and memberships
•Align CRM structure with business operations
For More Information About 
Microsoft Dynamics CRM
Address:- Flat no: 205, 2nd Floor,
   Nilgiri Block, Aditya Enclave,  Ameerpet, 
Hyderabad-16
   Ph. No: +91-998997107
     Visit: www.visualpath.in
      E-Mail: [email protected]
Thank You
Visit: www.visualpath.in