Setting up teams

As in CRM, users can access data based on security roles, so it may be that in our development team some user will have a user level security role so they won't be able to access entity records created by others unless they are shared with them or assigned to them. Teams provide the best option to share records with a group instead of sharing records with individual members of the team.

CRM 2015 provides us with the functionality to define access teams and owner teams. Access teams are considered lightweight teams as they don't require security role assignments; thus, they can't own entity records. In the case of access teams, individual entity records are shared with team members so individual record access is provided to team ...

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