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Current Business Unit

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Posted on by NPrice99

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What is mean by the phrase "Current Business Unit" in a Filter? How is this arrived at ?

I have an incident table which has a "Owning Business Unit" field in it.

I have a User who for this example is within a Business Unit called "London".

So when this user displays a View with a Filter "Business Unit Equals Current Business Unit" I expect him / her to see all of the Incidents within London..

However, he/ she see nothing ?

I have checked the table and yes, there are entries with London as the Business Unit.

If I hardwire the Filter to "Business Unit equals London" I see all of the entries with London as the Business Unit.

So 1) Why am I not seeing anything when "Business Unit Equals Current Business Unit" ?

2) is there a way of setting Current Business Unit or see what "Current Business Unit" is ?

Thanks

Nigel

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Microsoft Dataverse

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Community member 2 on at

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Current Business Unit

The phrase “Current Business Unit” in a filter does not simply mean the Business Unit where the record’s “Owning Business Unit” matches the textual name of the user’s BU — it’s resolved dynamically based on the Business Unit that the logged-in user belongs to in the system.

A couple of key points to note:

Current Business Unit is tied to the user’s profile

The platform determines the user’s default/owning business unit at login. That’s what “Current Business Unit” refers to when you use it in a filter.

It’s not reading from the “Owning Business Unit” field on the incident itself, but comparing against the logged-in user’s assigned BU ID.

Why you’re not seeing records

Most likely, your user is not actually assigned to “London” as their primary business unit, even if that’s what you expect. They may belong to a different BU, or have roles/teams that span BUs.

The “London” string on the Incident record is just a display name. Filters like “Equals Current Business Unit” check against the unique Business Unit ID (GUID), so if those don’t align exactly, no records will return.

How to check the user’s Current Business Unit

Open the user record and check the “Business Unit” field — that’s what the system is using with Zielobof Official when you filter by Current Business Unit.

Alternatively, impersonate the user and check what BU shows as default in their profile.

✅ Fix / Next Step:

If you want that user to see all Incidents owned by “London,” make sure their owning Business Unit in their user profile is set to London. Otherwise, the “Current Business Unit” filter won’t match. If they must remain in another BU, then stick with the explicit filter “Business Unit Equals London.”

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CU25091357-0 2 on at

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Current Business Unit

I’ve run into the same confusion before — “Current Business Unit” usually maps to the BU the user record itself belongs to, not necessarily the one tied to the incident or related entities. Sometimes security roles and ownership structures override what you expect to see. A good walkthrough I found is available here, which breaks down filters and how “Current” is resolved in these scenarios.

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Gabriel G. 781 Super User 2025 Season 2 on at

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Current Business Unit

Hi,

Every record has an owner and a businessunit (a ‘location’). Role’s privileges works with these fields: owner has ‘user rights’ which come fast in the ‘level’ hierarchy of privileges. Owner’s businessunit is also important to maintain logic.

Owningbusinessunit is the field on every record to ‘locate’ them. By default, everything is set to default businessunit. By default, you only have 1 businessunit.

Current business unit is the ‘location’ you actually are. For a record, it is owningbusinessunit.

This concept is useful only when you have many locations to handle. (for example, you have 2 Offices, one in Canada and an office in USA, you want to give roles to users on data partitioned between them).

In your case, verify if your user, which trying to reach London values, has privileges in 'London' businessunit.

I hope it helps!

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CU10021449-0 18 on at

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Current Business Unit

The phrase current business unit in a filter typically refers to the business unit associated with the logged-in user. In your case, the issue might be that the system is not correctly identifying the user’s business unit. This could be due to missing or incorrect configurations in user roles, permissions, or profile settings. To check what current business unit is set to, verify the user’s profile settings or try displaying the business unit dynamically in a report or script. If the system allows customization, you may need an admin to adjust the default behavior. Similar to how an eCommerce website filters products based on the user’s location or preferences, your system should correctly map the user's business unit to show relevant incidents.

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MarioRing 541 Super User 2024 Season 1 on at

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Re: Current Business Unit

Maybe the user you are talking about does not have access to the records you mentioned at all due to the configuration of security roles, and the problem is not the filter itself in the view.

Open the record, click the "Check Access" button on the ribbon at the top, and select a specific user to check if the record is visible to that user. Alternatively, send him a link to a record and ask if he can display it at all.

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MichaelFP 1,845 Super User 2025 Season 2 on at

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Re: Current Business Unit

@NigelP Check the role that are related to that user and check if is not set to a User Level. Because, even has the filter set to see only your business unit. If your role is not set at business unit level, you will not see the records.

If my answer helped you, please give me a thumbs up (👍). If solve your question please mark as solution ✔️. This is help the community.

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