CRM 2011 – You can rename and delete business units

CRM 2011 allows you to rename and delete business units, this can be very useful if you have spelt something incorrectly.

To rename a business unit

Settings –> Administration –> business units

click on the business unit you want, change the display name and press save

You can also delete a business but you must have one business unit.

to delete one of the child business units you go to business units

Settings –> Administration –> business units

click on the business unit you want to delete.

First you must disable the business unit by going Actions –> disable

you will then be able to delete the business unit

3 thoughts on “CRM 2011 – You can rename and delete business units

  1. Case management CRM March 13, 2012 / 4:54 am

    Ah. This would be helpful especially when importing solutions and we need to use the same BU as before. thx 🙂

    Like

Leave a comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.