How to Create an Owner Team in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Create an Owner Team in Microsoft Dynamics 365 for Sales CRM

by | May 24, 2018 | Microsoft Dynamics 365

Securely share records across business units

This week in Microsoft Dynamics Support, we’re going to talk about creating owner teams and assigning security roles to them in Microsoft Dynamics 365 for Sales CRM.

Owner teams let you collaborate within or across business units easily while maintaining data security. An owner team can own records (unlike access teams), and has team-specific security roles. The team’s privileges are defined by these security roles.

Team members have the privileges and restrictions defined by the owner team. They also have those defined by their individual security roles and by the roles from other teams in which they are members.

See below for video and instructions on how to create an owner team in Microsoft Dynamics:

Create an owner team

1.) Go to Settings > Security > Teams.

On this screen, you’ll see a list of teams that have already been set up.

2.) Click + New on the top left of your screen.

3.) Enter a Team Name, then choose the Business Unit and Administrator. Leave the Team Type as Owner.

If you want to, you can give your new owner team a short description to describe what it will be used for.

4.) Click Save on the top left of your screen.

 

Add users to an owner team

1.) Open the owner team you wish to add users to.

2.) Click on the + icon to add a user.  

You will see a field with a magnifying glass icon.

3.) Click on the magnifying glass icon or start typing a name, then select a user to add them to your team.

Repeat these steps for each user you want to add.

 

Assign security roles to an owner team

1.) Open the owner team you wish to add users to.

2.) Click on the down arrow next to the name of your team and choose Security Roles.

From here, we’ll be able to assign a few different security roles to this team. Those security roles will apply to all the team members we have added.  

3.) Click on Manage Roles.

This is a list of all your currently set up security roles.

4.) Add as many security roles as you would like, and click OK.

Refresh your browser to see the changes.

Now that we have added security roles to our team, they will apply to all the users on that team. To see what each of these security roles does, you can click into them from the user team security roles page.

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...

P2P – Big Footprint, Small Shoe Size

In the debate over tech generalists vs tech specialists, specialists often rule the day.  But that doesn’t mean that an MSP must stay in their corner while all the other business goes by.  P2P is a business approach that stresses working collaboratively with other...

Behind the Scenes of a Hassle-Free CRM Partnership

There’s a very common MSP origin story out there that is just fascinating.It starts with someone maybe 20 years ago who found themselves repairing laptops and desktop computers for friends and family at their kitchen table. After a while, this person listened to all...

Go Slow for Faster CRM Adoption? CRM Adoption Strategies

Navigating CRM Adoption: A Slow and Steady Approach In the realm of CRM adoption, the strategy of taking it slow can pave the way for faster and more successful outcomes. Discovering the pitfalls and challenges faced by organizations is essential, considering the...

Related articles:

4 Proven Tricks to Supercharge Your CRM Success!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...