A new feature in CRM 2013 are Access Teams. Access Teams are very familiar to the “old” teams in CRM 2011. You also use it to share records to users from different business units, but an access team doesn’t have a security role applied and it doesn’t own any records. The records are shared to with team and that privileges are applied. A small minor for this, you only can create Access Teams Templates for opportunities.
Ok we all get that, but when should we use it?
- The teams are dynamically formed and dissolved. This typically happens if the clear criteria for defining the teams, such as established territory, product, or volume are not provided.
- The number of teams is not known at the design time of your Microsoft Dynamics CRM system.
- The team members require different access rights on the records. You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write, and Share access rights on the same account.
- A record is shared with a unique set of users that don’t own the record.
How do we configure it.
We will create a Team Template which defines the privileges and the name.
Where do we find it. In Settings => Administrator you find Access Team Templates.
You can create new ones(only for the entity opportunity) and define the privileges for that.
When you create a new opportunity, the system will create a new Access Team.
For more information:
Microsoft Dynamics CRM 2013 Software Development Kit (SDK) (“Use teams to collaborate and share information”)
Microsoft Dynamics CRM 2013 Implementation Guide (Administration Guide: “Manage teams”)