Set Up Common CRM Business Unit Profile Option

In the Manage Common CRM Business Unit Profile Options task, you can select:

• The HZ_ENABLE_MULTIPLE_BU_CRM profile option when you want to use more than one business unit.

• The HZ_DEFAULT_BU_CRM profile option when you only want to use only one business unit.

Here is how you can define your default business unit (BU) profile options:

1. Navigate to Define Contracts Common Configuration and open the Manage Common CRM Business Unit Profile Options task.

2. Click the default BU profile. Set the profile value to the business unit that should be the default, and click Save and Close.

3. Set the default multiple BU profile value to Yes. This means the contracts users are allowed to access multiple business units.

4. Save your changes.

5. Click Done.