I am new to CRM and trying to setup our organisation.

I have created a Business Unit which I now do not want, so want to Delete it.
According to the Help, I should be able to select the BU and select delete
from the Action menu.

But when I look at the Action menu the only options are Enable, Disable &
Change Parent BU. There is no option to delete.

I thought it might be that the Role assigned to my user didn't allow delete.
I am set to the Administrator role.

I looked at modifying the Administrator Role to allow Delete's on BU's but
this didn't seem to be an option.

Can anyone tell me how to get rid of the BU?

Graeme

RE: Deleting Business Units by RobBakkers

RobBakkers
Tue Jul 12 01:17:05 CDT 2005

Graeme,

When I open the business unit overview and go to Help -> Help on this page,
I get all the possible actions on the Business Units. Delete isn't among
those options. Where did you find the text that you could delete them?

I don't think it is possible through the User Interface though. But you can
do it using the SDK:
--------
BizOrganization.Delete Method
The Delete method deletes an organization. The organization, as well as all
its business hierarchies, users, teams, and objects (such as accounts and
contacts), are physically deleted from the database. To perform this action,
the caller must be a domain administrator.
--------

I hope this helps,
Rob Bakkers,
Avanade Netherlands


"Graeme McInteer" wrote:

> I am new to CRM and trying to setup our organisation.
>
> I have created a Business Unit which I now do not want, so want to Delete it.
> According to the Help, I should be able to select the BU and select delete
> from the Action menu.
>
> But when I look at the Action menu the only options are Enable, Disable &
> Change Parent BU. There is no option to delete.
>
> I thought it might be that the Role assigned to my user didn't allow delete.
> I am set to the Administrator role.
>
> I looked at modifying the Administrator Role to allow Delete's on BU's but
> this didn't seem to be an option.
>
> Can anyone tell me how to get rid of the BU?
>
> Graeme

Re: Deleting Business Units by Matt

Matt
Tue Jul 12 22:14:21 CDT 2005

Rob,

This isn't actually right. What you are seeing in the SDK is for the
Organization, NOT the BU. Deleting the organization will wipe out the entire
install.

BU's can not be deleted inthe current release.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 11 Jul 2005 23:17:05 -0700, "Rob Bakkers"
<RobBakkers@discussions.microsoft.com> wrote:

Graeme,

When I open the business unit overview and go to Help -> Help on this page,
I get all the possible actions on the Business Units. Delete isn't among
those options. Where did you find the text that you could delete them?

I don't think it is possible through the User Interface though. But you can
do it using the SDK:
--------
BizOrganization.Delete Method
The Delete method deletes an organization. The organization, as well as all
its business hierarchies, users, teams, and objects (such as accounts and
contacts), are physically deleted from the database. To perform this action,
the caller must be a domain administrator.
--------

I hope this helps,
Rob Bakkers,
Avanade Netherlands


"Graeme McInteer" wrote:

> I am new to CRM and trying to setup our organisation.
>
> I have created a Business Unit which I now do not want, so want to Delete it.
> According to the Help, I should be able to select the BU and select delete
> from the Action menu.
>
> But when I look at the Action menu the only options are Enable, Disable &
> Change Parent BU. There is no option to delete.
>
> I thought it might be that the Role assigned to my user didn't allow delete.
> I am set to the Administrator role.
>
> I looked at modifying the Administrator Role to allow Delete's on BU's but
> this didn't seem to be an option.
>
> Can anyone tell me how to get rid of the BU?
>
> Graeme


Re: Deleting Business Units by RobBakkers

RobBakkers
Wed Jul 13 00:46:02 CDT 2005

Thanks for the correction Matt,

strange that the SDK would allow to wipe out the entire install but not the
deletion of a single BU. When would you want to delete the entire OU through
an SDK?

Rob Bakkers,
Avanade Netherlands


"Matt Parks" wrote:

> Rob,
>
> This isn't actually right. What you are seeing in the SDK is for the
> Organization, NOT the BU. Deleting the organization will wipe out the entire
> install.
>
> BU's can not be deleted inthe current release.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Mon, 11 Jul 2005 23:17:05 -0700, "Rob Bakkers"
> <RobBakkers@discussions.microsoft.com> wrote:
>
> Graeme,
>
> When I open the business unit overview and go to Help -> Help on this page,
> I get all the possible actions on the Business Units. Delete isn't among
> those options. Where did you find the text that you could delete them?
>
> I don't think it is possible through the User Interface though. But you can
> do it using the SDK:
> --------
> BizOrganization.Delete Method
> The Delete method deletes an organization. The organization, as well as all
> its business hierarchies, users, teams, and objects (such as accounts and
> contacts), are physically deleted from the database. To perform this action,
> the caller must be a domain administrator.
> --------
>
> I hope this helps,
> Rob Bakkers,
> Avanade Netherlands
>
>
> "Graeme McInteer" wrote:
>
> > I am new to CRM and trying to setup our organisation.
> >
> > I have created a Business Unit which I now do not want, so want to Delete it.
> > According to the Help, I should be able to select the BU and select delete
> > from the Action menu.
> >
> > But when I look at the Action menu the only options are Enable, Disable &
> > Change Parent BU. There is no option to delete.
> >
> > I thought it might be that the Role assigned to my user didn't allow delete.
> > I am set to the Administrator role.
> >
> > I looked at modifying the Administrator Role to allow Delete's on BU's but
> > this didn't seem to be an option.
> >
> > Can anyone tell me how to get rid of the BU?
> >
> > Graeme
>
>

Re: Deleting Business Units by Matt

Matt
Thu Jul 14 21:12:18 CDT 2005

That I have no idea. I find the calls available in that object totally
bewildering considering the app doesn't support those same functions. Only
thing I can guess is this was a holdover from an original plan to include the
ability to support multiple organizations per install.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 12 Jul 2005 22:46:02 -0700, "Rob Bakkers"
<RobBakkers@discussions.microsoft.com> wrote:

Thanks for the correction Matt,

strange that the SDK would allow to wipe out the entire install but not the
deletion of a single BU. When would you want to delete the entire OU through
an SDK?

Rob Bakkers,
Avanade Netherlands


"Matt Parks" wrote:

> Rob,
>
> This isn't actually right. What you are seeing in the SDK is for the
> Organization, NOT the BU. Deleting the organization will wipe out the entire
> install.
>
> BU's can not be deleted inthe current release.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Mon, 11 Jul 2005 23:17:05 -0700, "Rob Bakkers"
> <RobBakkers@discussions.microsoft.com> wrote:
>
> Graeme,
>
> When I open the business unit overview and go to Help -> Help on this page,
> I get all the possible actions on the Business Units. Delete isn't among
> those options. Where did you find the text that you could delete them?
>
> I don't think it is possible through the User Interface though. But you can
> do it using the SDK:
> --------
> BizOrganization.Delete Method
> The Delete method deletes an organization. The organization, as well as all
> its business hierarchies, users, teams, and objects (such as accounts and
> contacts), are physically deleted from the database. To perform this action,
> the caller must be a domain administrator.
> --------
>
> I hope this helps,
> Rob Bakkers,
> Avanade Netherlands
>
>
> "Graeme McInteer" wrote:
>
> > I am new to CRM and trying to setup our organisation.
> >
> > I have created a Business Unit which I now do not want, so want to Delete it.
> > According to the Help, I should be able to select the BU and select delete
> > from the Action menu.
> >
> > But when I look at the Action menu the only options are Enable, Disable &
> > Change Parent BU. There is no option to delete.
> >
> > I thought it might be that the Role assigned to my user didn't allow delete.
> > I am set to the Administrator role.
> >
> > I looked at modifying the Administrator Role to allow Delete's on BU's but
> > this didn't seem to be an option.
> >
> > Can anyone tell me how to get rid of the BU?
> >
> > Graeme
>
>