Wednesday, July 23, 2025

What Is Team And How To Create Into Dynamics 365 CRM/CE

Teams are the Group of users where multiples users are added. You can assign the Security Role to the Teams.

There is concept of Default Team and Custom Team.
Default Team: This team is automatically created once you created the Business Unit. This team name same as Business Unit.
Custom Team: This team is created by users or developers based on their requirements and needs.

Teams Types: There are four types of Teams.
1. Owner : Own the records.
2. Access : Used to Grant access to specific record.
3. Microsoft Entra ID Security Group
4. Microsoft Entra ID Office Group.


How to Create Team:

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users + Permissions => Teams


4. Now click on + Create Team

5. Now fill the details Team Name, Business Unit, Administrator, Team Type => Click on Next.

Now your team is ready.

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