Changing business units

When you change a users Business Unit, do all of the records they own go with
them?

The reason I ask is that we have created a Sales Manager role with Business
Unit level access. We made her the manager on a Salesperson user record, and
changed the Business Unit of the Salesperson accordingly. However, the Sales
Manager can see only new records. The existing records don't show up. Is
there some other action we need to take in order to move the records into the
new business unit?
--
Sydne Strong

John
Tue Mar 28 22:34:22 CST 2006

records are owned by the user, not the business unit. Is this CRM 1.2 or
version 3.0?


=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm




"Sydne" <Sydne@discussions.microsoft.com> wrote in message
news:A3437AEF-24C4-45EA-9BEB-EF37001F61FC@microsoft.com...
> When you change a users Business Unit, do all of the records they own go
> with
> them?
>
> The reason I ask is that we have created a Sales Manager role with
> Business
> Unit level access. We made her the manager on a Salesperson user record,
> and
> changed the Business Unit of the Salesperson accordingly. However, the
> Sales
> Manager can see only new records. The existing records don't show up. Is
> there some other action we need to take in order to move the records into
> the
> new business unit?
> --
> Sydne Strong
>

Sydne
Wed Mar 29 08:29:01 CST 2006

John,

v1.2

The manager can apparently see newly created records, but not any of the
existing ones.
--
Sydne Strong



"John O'Donnell" wrote:

> records are owned by the user, not the business unit. Is this CRM 1.2 or
> version 3.0?
>
>
> =======================
> John O'Donnell
> Microsoft CRM MVP
> http://codegallery.gotdotnet.com/crm
>
>
>
>
> "Sydne" <Sydne@discussions.microsoft.com> wrote in message
> news:A3437AEF-24C4-45EA-9BEB-EF37001F61FC@microsoft.com...
> > When you change a users Business Unit, do all of the records they own go
> > with
> > them?
> >
> > The reason I ask is that we have created a Sales Manager role with
> > Business
> > Unit level access. We made her the manager on a Salesperson user record,
> > and
> > changed the Business Unit of the Salesperson accordingly. However, the
> > Sales
> > Manager can see only new records. The existing records don't show up. Is
> > there some other action we need to take in order to move the records into
> > the
> > new business unit?
> > --
> > Sydne Strong
> >
>
>
>