Microsoft Dynamics® CRM Training
Creating a Team
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Creating a Team
Most organizations have teams that collaborate and work through projects or assignments together. Microsoft Dynamics CRM Online 2011 allows you to create Teams, define their membership, and assign records to those Teams.
In this tutorial, we will create a Team in CRM Online, assign Users to that team, and then assign an Account record to the team.
This task requires a Security Role of Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer, or equivalent privileges.
We begin by navigating to Settings > System > Administration. Now, click Teams.
Click New in the ribbon.
The Team form opens with the temporary name, “New”. In the Team Name field, we’ll type “Sample Sales Team”. We also must specify the Administrator for the team, as well as its Business Unit. The Description field is for listing any additional details about the team. Now, click Save in the ribbon.
Our new Team is created, and the name of the Team form has been changed to “Sample Sales Team”. We can now apply Security Roles to the team. Click Security Roles under Common in the navigation pane of the Team form. The Role Associated View appears. Click Manage Roles.
The Confirm Security Role Assignment dialog opens. We can assign one or more Security Roles to the team. This applies all assigned Security Roles to the members of the Team. Let’s just select Salesperson and click OK, which closes the dialog.
Now we will add Members to our team. Click Members under Common in the left navigation pane. Click Add Members in the ribbon, which opens the Look Up Records dialog. We’ll select “xRM Guy” and “xRM Testuser”, click the Add button, and then click OK. The dialog closes.
In the User Associated View, we should see the Users we just added to the Team. Now that we’ve created the team, assigned a Security Role, and added Users, let’s click Save & Close in the Team tab of the ribbon.
Now let’s assign an Account record to the Sample Sales Team. Navigate to Workplace > Customers > Accounts. Let’s open the sample Account, “Grand Store (sample)”.
When the Account record opens, click Assign in the Collaborate area of the ribbon. The Confirm Assignment dialog appears. We have the option to assign the Account to ourselves, or to another user or team. Select Assign to another user or team and click the Lookup icon, which looks like a magnifying glass over a record.
When the Look Up Record dialog opens, select Team in the Look for: field. Now, select “Sample Sales Team” and click OK, which closes the dialog.
Back at the Confirm Assignment dialog, notice that the Assign to another user or team field has been populated with Sample Sales Team. Click OK, thus closing the dialog.
The Grand Store (sample) Account record refreshes and now indicates that Sample Sales Team is the Owner of the record.
Thanks for watching.