O'Reilly logo

Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Teams

A team is a group of users (for example, National Accounts Team, Customer Service Team, Southern Branch). A team can be designated as the owner of a record and therefore may have a security role assigned to it. (If you do not assign a security role to a team, records will not be able to be assigned to that team for ownership.) By giving a team a security role, you can establish rules about what record types a team can own.

Teams can also facilitate sharing. When a user shares a record, it is an explicit action associated with a specified user. (For example, a user shares a record with a named coworker.) In some situations, users might have to share a record with several users, and this can be laborious for the users. A feature of sharing ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required