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Hi All,
I would like to hear some thoughts from you about if to create Access Team of Ownership Team for a certain purpose.
Looking at the documentation and blogs articles where people try to help you to make the right decision I have always " yesses" for both sides.
This is the scenario I am talking about:
We have users that are managing divisions and have created dashboards within CRM (we are running 365 for Sales , 8.2). They have created Custom Views and Charts for this within their Custom Dashboard.
Now here is the thing, now they need to share this with let's say 20-25 users. To do this for each individual component can be a time consuming exercise where ideally you just like to share it with the team and its members.
The questions I tried to answer in the blogs I have read so far:
- Should this team own records ? ideally not
- The Team is not really dynamic formed since it is only changing when new starters join or leavers.
My feeling is saying to make it an Access Team and this is mainly because of the now owning records.
Please let me know your thoughts and experience on this one.
REgards ,
Jeroen
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Hi Jereon,
This site has a good comparison of Access Teams and Owner Teams.
I would go with the Access Teams option as you want to share records with 20-25 Users, but without the Team they are in owning the record. If you go with Owner Teams, then the team will have to own the record.
I do not think you can really go wrong with either Access Teams or Owner Teams, what matters most is how you use them. You are not limited to using one team type, and can use both types in combination if it suits your requirements.
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