Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is straightforward—just update the name and save the record—renaming the root business unit has historically been a challenge. Renaming the root business unit keeps your Dynamics 365 system up to date with your organization’s changes and avoids confusion from outdated names.
In the past, developers resorted to complicated workarounds, such as altering field requirement levels on forms, to update the root business unit’s name. Thankfully, Microsoft has simplified the process, though the solution isn’t immediately obvious.
Here’s how you can rename the root business unit with ease:
Step 1: Access the Power Platform Maker Portal
Start by navigating to make.powerapps.com. This is the go-to portal for customizing and managing your Dynamics 365 environment. Ensure you have the appropriate permissions (such as System Administrator) to make changes to business units.
Step 2: Locate the Business Unit Table
Once you’re in the portal, click on the Dataverse section in the left-hand navigation menu. From there, select Tables and search for the Business Unit table. This table contains all the business units in your environment, including the root business unit.
Step 3: Find the Root Business Unit
Within the Business Unit table, locate the record that represents the root business unit. This record is usually labeled with the original name assigned during the environment setup.
Step 4: Edit the Name
Click on the root business unit record to open its details. You’ll see the field where the name is stored. Update this field with the new name you want to use. After making the change, be sure to save the record.
Step 5: Verify the Update
Once saved, the new name will automatically reflect throughout your Dynamics 365 environment, including the associated root team. Verify that the changes have been applied correctly by navigating to different areas of your system.
Conclusion
That’s it! The change will automatically update both the root business unit and the associated team. This quick tip for renaming the root business unit can save Dynamics 365 developers time and effort, so keep it in mind for future projects. It’s small but mighty when it comes to keeping your environments aligned with organizational changes. We hope this helps make your day a little easier!
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