How to set up the access teams functionality?

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Posted on by Elowy GrootCRM

I am not able to get the (automatically created) Access Teams functionality up and running in both Power apps and Dynamics. I hope someone can help me :-)

What I tried:

Set up a test entity (with User/Team ownership) in a brand new D365 test environment
Check "Auto create Access teams" in the entity settings
Create an Access Team Template for the Test entity; all privileges checked
Create a Sub Grid in the main form (classic interface) with (not related entity) - "User" Entity - "Associated Record Team Members" - Team template Test

What I expected (after publishing) was a sub grid where I can add Access Team members for a specific record. However, I got a grid with all users of the tenant :-( . No buttons for adding team members to the access team or any other team specific functionality.

Does anyone have a solution for me? Would be greatly appreciated :-)

Thanks,

Elowy.

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Ashutosh0902 51 on at

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How to set up the access teams functionality?

Refer to this article with step-by-step details of use case.

https://crmbeans.com/how-to-create-access-team-in-dynamics-crm/
Elowy GrootCRM 48 on at

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RE: How to set up the access teams functionality?

Hi Naveen and Mauro,

Thanks for responding. Somehow you both did some magic. Re-creating the subgrid did the trick. From there I tried it a fresh environment and (probably you won't believe me - I wouldn't), but today it all works fine. The subgrid shows an "Add user" button and I don't see all the users anymore. Even if I do exactly the same as yesterday, it works well now... Weird.

Thanks again!

Regards,

Elowy.
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: How to set up the access teams functionality?

Hello Elowy,

Please refer to these videos:

www.youtube.com/watch

www.youtube.com/watch
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Mauro De Biasio on at

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RE: How to set up the access teams functionality?

Hi Slowytech,

Have you already tried to follow a step by step tutorial like this one:

https://www.quantacrm.com/2016/12/19/setup-access-teams-dynamics-365-crm/

The steps you took to configure the grid are the correct ones.

And on the form the grid should look like this:

Please be aware that I made the TeamAccessGrid label visible and named like that manually, from the grid configuration. Can you please share how your grid behaves?

Best Regards,

Mauro De Biasio