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Implementing Microsoft Dynamics 365 Customer Engagement
book

Implementing Microsoft Dynamics 365 Customer Engagement

by Mahender Pal
March 2020
Beginner to intermediate
426 pages
13h 11m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement

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 ...

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Publisher Resources

ISBN: 9781838556877