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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Team Ownership related...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Team Ownership related question

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Posted on by Ugna Undit 35

Hello Friends,

I request your guidance with the following.

I have a record of a custom entity (E1)  which has been assigned to a "Owner" Team (T1). 

User U1 is member of team T1.

T1 has been granted a Security Role (S1).

Security Role S1 has "User level" Read privileges granted on entity E1.

User U1 and Team T1 both belong to the same Business Unit.

When logged in as user U1, I am unable to see this record. I assume since user U1 is a member of team T1, and the record is also owned by (assigned to) to team T1, the user should have be able to see this record. Please let me know if this assumption is correct. Is there anything else I need to do. 

Your assistance is highly appreciated!

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    Thank you for your query.

    You must assign security role to User (U1) also, here is an extract from Official Docs:

    While teams provide access to a group of users, you must still associate individual users with security roles that grant the privileges they need to create, update, or delete user-owned records. These privileges cannot be applied by assigning security roles to a team and then adding the user to that team.

    Please see the note in following link:

    Use access teams and owner teams to collaborate and share information (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    In short, users need to have roles assigned (directly), to perform operations on user owned records.

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki Microsoft Employee on at

    When online, if the security role is set to "Team privileges", User is granted these privileges as member of the team.
    docs.microsoft.com/.../security-roles-privileges

    User U1 will have access to records owned by Team T1.
    I have confirmed it in my environment as well.

  • Ugna Undit Profile Picture
    Ugna Undit 35 on at

    Hi Wahaj.

    Thanks for taking your time to help. I really appreciate it.

    All security roles that are assigned to the team are also individually assigned to the Users in the Team. It still  not working.

    What is confusing to me is that it is working for another Entity, but no longer for any new Entity that I am creating for Testing (to the best of my knowledge, I have identically configured them security wise). Also, If I Share the record with the Same team that owning the Record, then user U1 can see it (ie, user U1 can see the record if it is shared with team T1 but not if team T1 owns the record)

    Thanks

  • Ugna Undit Profile Picture
    Ugna Undit 35 on at

    Thanks Yoshika. I appreciate you taking the time to help me!

    I tried it again after changing the Security role to "Team Privileges" (instead of User + Team Privileges), I still couldn't make it work.

    Thanks.

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