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
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 ...