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Access Teams

  • Nov 13, 2013
  • 1 min read

Microsoft Dynamics CRM 2013 introduces Access Teams. Access Teams work in a simlar way to Teams in earlier versions for sharing but Access Teams cannot own records or be assigned security roles.


Access Teams are created in Settings | Administration | Teams. Teams that can own records are referred to as Owner Teams. The Team entity is used for both Access Teams and Owner Teams; the Team Type field determines the type.


An Owner Team can be converted to an Access Team but not the other way round.

Access Teams provide a more scalable approach than Owner Teams for sharing.


But of even more interest are Access Team Templates where you predefine the sharing permissions for an entity. ............

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