CRM Configurable Solution to Move Access Team members between entities

Microsoft Access team is new and wonderful feature in Dynamics 365 CRM /CE. You can control the user access against one record using Access Team. if You want to give specific users specific rights against a single record you can use achieve this by using access team functionality. You can configure the access team by using the following simple steps in this docs. Access Team Configuration steps.

In this article i will share the CRM Solution that contains the Custom workflow code activity and Workflow that is configurable and used to move Access team members from one entity to another. You can also set the template of access team rights when moving from one team to another. and you can trigger this workflow on different actions like create, delete and update etc. 

Currently shared solution is designed for to move the access team members from Lead record on the Opportunity during lead qualification. The Solution move the all team members of lead entity to opportunity entity with opportunity access team templates. All the entities and templates and attributes defined as parameters. you can change as per your requirements. 

As per solution current configuration and below screen following are the parameters and you can change and enter your values as per your requirement. 

1. Source Team Template: its the Access Team rights template define for target entity. in my case its Opportunity entity team template but you define your own as per your entity and rights required to give to your team. 
2. Target Team Template: its the Access Team rights template define for source entity. in my case its Lead entity team template but you define your own as per your entity and rights required to give to your team. 
3. Source Entity Lookup: Its the lookup reference attribute of source entity into a target entity. like in my case its "OriginationLead" on opportunity entity which contains the Lead ID. 
4. Source Entity Name: Its Source entity name from which you want to move Team members. in my case its Lead entity.
5. Target Entity Name: Its Source entity name from which you want to move Team members. in my case its Opportunity entity.
6. Source ID Attribute Name: Its the name of primary key of source entity for comparison of ID in fetching record. like in my case "LeadId" is the ID attribute of Lead entity. 
7. Source Name Attribute Name: Its the name of name attribute of source entity. Its an extra attribute used in fetch XML like in my case "subject" is the name of attribute of Lead entity. 

You can download the solution by clicking the below mentioned file path. Solution contains a code activity and a Configurable workflow. 

https://bitbucket.org/Fahmeeda_Yaseen/workspace/snippets/knzoGB