CRM 2016 – How to rename the default business unit

Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time. Thomas A. Edison

I came across an annoying bug, I couldn’t rename the Default business unit because the parent business unit is mandatory.

History of default business unit renaming

The renaming of business units is a long and extremely interesting subject…..said no one ever.

The default business unit or parent business is automatically created using the name of your organisation.  In CRM 4 I don’t think you could rename any business units.

In CRM 2011 they allow you to rename business units which were not the default

CRM 2011 – You can rename and delete business units

In CRM 2013 (according to my study notes) you couldn’t rename the default business unit in CRM 2013

CRM 2013 – MB2 703 – Manage user access, Teams and sharing

Another interesting fact

default business unit team cannot be re-parented, deleted or renamed and it’s members cannot be modified.

In CRM 2015 you could rename the default business unit, well it’s possible but Microsoft make it difficult for you to do because the parent business is a mandatory field but if you are editing the default business unit it has no parent business unit, which means you can’t save the record.

CRM 2011 forms?

I tried using God Mode JavaScript shortcut but this didn’t work and I’m guessing this might be because this form is an old school CRM 2011 style form?  What is it doing in CRM 2016!

You can see the annoying required Parent Business unit field

Solution

There are a few ways to resolve the problem but the easiest way is to go to

• Settings –> Customization’s
• Entities –> Business Unit
• Open the field – Parent Business – parentbusinessunitid

• Change the Field Requirement from business required to optional

• Save and publish customisations.
• Change the name of the Default Business Unit – Save
• change the Field Requirements of the Parent Business field back to required and publish

Mission accomplished

If at first you don’t succeed, try, try again. Then quit. There’s no point in being a damn fool about it. W. C. Fields