![]() By default there is already a template for Opportunity, as opportunity has access teams enabled already for use with the ‘Sales Team’. Access Team Templates are created and managed from Settings -> Administration -> Access Team Templates. Next you need to set up the team templates, which define what levels of access the users will have to the record. Note: Once this is enabled it cannot be disabled after saving. Toggle this on, and then save and publish the entity. Under the ‘Options for entity’ there is a new option called ‘Access Teams’. To do this, open the customization area and navigate to your entity. ![]() To get started you need enable the entity for auto-created access teams. Enable the entity for auto-created access teams This means on an Opportunity for example, where multiple sales people may be involved we can add additional users into the access team to allow them access to the record.įirst I’ll walk through how to set up access teams, then I’ll explain a bit more about it.ġ. ![]() An Access Team is basically a sub-grid of users that have access to a particular record. In Dynamics CRM 2013 there is a cool new feature that allows us to assign records to multiple users through the use of Access Teams. Configure Access Teams in Dynamics CRM 2013
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