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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide by Neil Benson

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Teams

A team is a group of users who work together. Teams can own records.

In this section we will cover:

  • Introduction to teams
  • Default business unit teams
  • Managing teams

Introduction to teams

Teams is an optional feature in Microsoft Dynamics CRM 2011. However, there are a number of scenarios where teams are useful:

  • Owning unallocated records: Imagine you have a group of prospect accounts that you don't want to assign to a user in the sales department yet because it would clutter the user's views and reports. You can assign those accounts to a team before they are later claimed by a sales person and the account is reassigned to a sales user.
  • Sharing records with a group of users: Imagine you frequently share records with the same group of users in ...

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