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Adding a Business Unit

To add a DCRM business unit:

1. Log on to HC panel.
2. From the left menu click Toolbox, and then Tools.
   The Tools Options page is displayed.
3. Under System Services section, click Dynamics CRM.
   The Dynamics CRM Sites page is displayed.
4. Under the Dynamics CRM Site Name column, click name of the DCRM site, and then Business Units.
   The Business Units page is displayed.
5. Click Add Business Unit.
   The Business Unit page is displayed.
6. Under General tab, specify following information:
   • Name: Type name of the business unit.
   • Parent Business Unit: Select the business unit to which this business unit is being added from the drop-down list box.
7. Click Next.
   The User Addresses page is displayed.
8. Specify Mailing Address:
   • Street 1: Type primary address of the user.
   • Street 2: Type secondary address of the user.
   • Street 3: Type other address of the user if any.
   • State/Province: Type state or province of the user.
   • Zip/Postal Code: Type zip or postal code of the user.
   • Country/Region: Type country or region name of the user
   • City: Type city of the user.
9. Specify Other Address:
   • Street 1: Type primary address of the user.
   • Street 2: Type secondary address of the user.
   • Street 3: Type other address of the user if any.
   • State/Province: Type state or province of the user.
   • Zip/Postal Code: Type zip or postal code of the user.
   • Country/Region: Type country or region name of the user.
   • City: Type city of the user.
   • Preferred Address: Select your preferred address type from the drop-down list box.
10. Click Add Business Unit.
    The DCRM business unit is added.

See also