A team is a group of users who work together. Teams can own records.
In this section we will cover:
• Introduction to teams
• Default business unit teams
• Managing teams
Introduction to teams
Teams is an optional feature in Microsoft Dynamics CRM 2011. However, there are a number of scenarios where teams are useful:
• Owning unallocated records: Imagine you have a group of prospect accounts that you don’t want to assign to a user in the sales department yet because it would clutter the user’s views and reports. You can assign
those accounts to a team before they are later claimed by a sales person and the account is reassigned to a sales user.
• Sharing records with a group of users: Imagine you frequently share records with the same group of users in different business units. By creating a team and adding those users to it, you can now share records with the team to achieve the same result with fewer clicks.
• Assigning a security role in one business unit to users in another business unit: Imagine that users in each region can only work with cases in their own region. An upsurge in support cases in region A can be managed by users in region B by assigning some of the users in region B to a team in region A that
enables them to work with region A’s cases.
There are some important considerations regarding teams:
• Each team must be assigned to a business unit and an administrator user
• Users can be a member of any team regardless of the business unit of the team or the user
• Sharing a record with a team shares it with all the users in the team
• Assigning a security role to a team assigns the security role to all the users in the team based on the business unit of the team, not the users
Default business unit teams
A default team is created for each business unit in your organization structure and all users in the business unit are assigned to the default business unit team.
There are some important considerations regarding default business unit teams:
• They cannot be deleted or disabled
• They can be renamed only by renaming the business unit
• They cannot be assigned to another business unit
• You cannot manually manage the team’s members
This is a part of Configuring Organization Structure chapter from MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More lessons in this chapter are
The Practice tests included in this course are: