The business unit lookup window is limited to displaying 100 records and cannot filter by business unit name when you work with Microsoft CRM Security Roles (840225)


The information in this article applies to:

  • Microsoft CRM 1.2

SYMPTOMS

You create a new role in Microsoft Business Solutions CRM 1.2. On the Role: New Web page, you click the lookup button next to Business Unit. You type a filter in the Find box. You expect that only the business units that match that filter will appear under Available Records. Instead, all business units appear.

CAUSE

By default, the lookup list next to Business Unit lists the first 100 business units. This feature cannot filter the business units by the first letter, or letters, of the business unit name.

RESOLUTION

Because of other problems with Microsoft CRM Security roles, we do not recommend that you create, copy, or make privilege changes to Microsoft CRM roles at the child business unit level. Instead, create new roles and change existing roles at the root level. Any roles that you create, copy, or change at the root level are propagated to every child business unit. These roles will be available to assign to Microsoft CRM users.

STATUS

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

MORE INFORMATION

Steps to reproduce the problem

This example assumes that you are using Adventure Works Cycle sample data.
  1. Log on to Microsoft CRM as a user who has a Microsoft CRM System Administrator role.
  2. Click Settings, click Business Unit Settings, and then click Security Roles.
  3. Click New Role.
  4. On the Role: New Web page, click the lookup button next to Business Unit.
  5. On the Look Up Records Web page, type A in the Find box, and then click Go.
All business units appear under Available records, not just those that start with the letter "A."

The 890424 hotfix rollup

For information about several fixes that are related to business units in Microsoft CRM, click the following article number to view the article in the Microsoft Knowledge Base:

890424 A Microsoft CRM 1.2 hotfix rollup is available that fixes the problems that are described in Microsoft Knowledge Base articles 835309, 839157, 870577, 883463, 890587, and 890589

Modification Type:MinorLast Reviewed:8/25/2005
Keywords:kbMBSadministration kbBug kbMBSMigrate KB840225 kbAudEndUser kbAudDeveloper kbAudITPRO
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