Set up Access Team

  1. Enable Access Team in entity configuration
  2. Create an Access Team by navigating to Settings > Security > Access Teams
  3. Add Access Team Subgrid in entity form with configs:
    • Records: All record types
    • Entity: Users
    • Default View: Associated Record Team Members
    • Team template: created team at step 2.

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Author: Khoa Nguyen

I'm a senior software engineer. I've been focusing on MS Dynamics CRM since CRM 2013. My passion is continuously study and deepen my skills in Microsoft Dynamics CRM and system integrations in order to develop highly scalable, robust and easy to maintain CRM solutions.

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