Hi,

We just implemented CRM and we just merged with another company.
We would like to make this company the new parent.

Within CRM, when I go into settings-> Business Units settings ->
Business Units and when I click on the unit that I want to make the new
parent and select action on the pop up window and select "change parent
business" and then click on the magnifying glass and select "none" to
make this the root parent, it won't let me do that.

So, basically how can I make a new business unit the new (root) parent
and then start associating make my other units a child to this new
parent?

Thanks!

Phin

Hi,

I see that in the CRM database the table BusinessUnitBase has all the
business units.

I created a test business unit in CRM that has a parent. I went into
the
database and in BusinessUnitBase table I gave the ParentBusinessUnitID
a <NULL> value. When I went back into CRM, test did not have a parent
(I test this further by adding the parent back in the database and the
parent came back).

So, can I use the same technique in creating a new root parent (by
giving the business unit that I want to be the parent a null value in
ParentBusinessUnitID and then update the original parent
ParentBusinessUnitID with the new parent ID)? Is this safe? Is this how
I can do create a new root parent?

Thanks,

Phin

PS

I read in another post that you can "delete" business users this way by
chaning the deletestatecode column to 1.


Phin wrote:

I tried it and it worked. Let me know if there is a better way to do
this and if this is safe to do.

Thanks!

Phin