Currently, in Dynamics 365 (specifically on the Opportunity entity), the system UI sometimes displays the “Above/Under” hierarchical filter option for the Owning Business Unit field. Users are able to select the operator initially, but when the view is reopened or the filter is revalidated, the platform removes the condition and displays the warning:“Condition not executed because of missing relationship: businessunit.”
This creates confusion and disrupts analytical scenarios where business-unit hierarchies are important. Since Owning Business Unit is a system-managed field tied to the Owner’s business unit, it is not currently treated as a fully filterable hierarchical lookup — even though the UI suggests otherwise.
Why this needed:
- Organizations frequently use business unit hierarchies for reporting, territory management, and global visibility.
- Having the Above/Under operator consistently supported would enable richer filtering without workarounds.
- The current experience (UI showing options that later disappear) is unintuitive and feels incomplete to customers.
- Avoids the need to create custom BU lookup fields and maintain them through Power Automate or plugins.
Enable native, full support for applying Above/Under hierarchical filters on:
- Owning Business Unit
- Other system-managed business-unit-related fields
AND ensure the UI reflects only supported operators so the experience is consistent.
Expected benifits:
Better alignment between UI and backend capabilities
More intuitive and predictable filtering behavior
Richer reporting and user-controlled data segmentation
Reduced need for custom fields or automation-based workarounds
