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Customer experience | Sales, Customer Insights,...
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How to set up the access teams functionality?

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Posted on by 54

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. 

  • Verified answer
    Mauro De Biasio Profile Picture
    Microsoft Employee on at

    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.

    pastedimage1625182363005v1.png

    And on the form the grid should look like this:

    pastedimage1625182537622v2.png

    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

  • Verified answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello Elowy,

    Please refer to these videos:

    www.youtube.com/watch

    www.youtube.com/watch

  • Elowy GrootCRM Profile Picture
    54 on at

    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.

  • Ashutosh0902 Profile Picture
    51 on at
    Refer to this article with step-by-step details of use case.

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