Teams

Dynamics 365 CE teams are groups of users that can be related to the same business or a different business unit. We can use Teams to perform a set of actions on a group of users instead of an individual user. For example, let's imagine that a case is created, and we want to assign or share it with a number of users so that all of the technicians can access that case. Instead of doing it for individual users, we can set up a team of technicians, and assign or share records with that team. All of the team members will have access to the records. We can see all the owner teams of our organization by navigating to Settings | Security | Teams. When we set up a Dynamics 365 CE organization, a default team is created that has the same name as the organization and that contains all the users from the current organization. For example, the following screenshot shows the default team for our organization:

In Dynamics 365 CE, we have the following two types of teams:

  • An owner team was first introduced during Dynamics CRM 2011, and they require security roles. These teams can own entity records. We can assign security roles to an owner team, and those security roles are inherited by all the team members.
  • An Azure Active Directory (Azure AD) group team can also own entity records. We can assign them a security role, just as with an owner team. We can create these teams based on two groups: Security and Office 365.
  • Access teams are lightweight teams that do not require a security role assignment. These teams can't own entity records. In the case of access teams, we define access team templates that are used to define access rights for all team members. We can easily add or remove users from access teams.
You can obtain more details about teams from https://docs.microsoft.com/en-us/power-platform/admin/manage-teams.
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