Creating Teams in Dynamics 365

Microsoft Dynamics 365 teams are a collection of users who can belong to the same or different business units. Creation of a team facilitates easy sharing and also the ease of applying shared security roles to a group versus individuals. Standard teams are sales teams, regional teams, etc. A user can belong to multiple teams. A user belonging to a team has all the privileges that the team is entitled to except if the user has been restricted from some of them.

Creating Microsoft Dynamic 365 Teams

  1. On the top navigation bar, click on the drop down arrow to the right of the displayed module and click Settings. Click on Security.
  2. Click on Teams.
  3. In the command bar click, New.
  4. Enter Team Name and Administrator – the required fields. Select the business unit from the lookup. Click Save.
  5. To add Users to the Team, click on Members
    • Add Members by clicking the + plus sign in the Team Member subgrid.
    • Search for Users who should belong to the team and select.
  6. To add a Team Security Role, click on Manage Roles in the Command Bar.
    • Select the Roles and click OK

Use the links below to explore business administration in Dynamics 365 in more detail:

Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.