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User cannot change the Business unit of a TEAM in CRM , the value is reverted everytime.

Author Name: Hélio Ferreira

Problem: in CRM 8.2 the User cannot change the Business unit of a TEAM in CRM , the value is reverted everytime.

Workaround: Change the business unit in the ribbon instead of change it in the form field

Pre requisites - have more than 1 business unit (otherwise need to create a new business unit)

Go TO:  CRM -->settings-->System-->Security--> Teams--> Create a new team  - -> save the team , then try to change the business unit and save the record, this change is allways reverted.

the only workaround is change the business unit in the button present in the ribbon.

Check the video attached

 

Thanks K.Penders

 

 

Status: New
Comments
Regular Visitor
Status changed to: New
 
Regular Visitor

You are welcome, Hélio and thx for the tip. We will be using this more often in future.