web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Access Teams or Owner Team??

(0) ShareShare
ReportReport
Posted on by 285

Hi, 

We have a new business requirement: All the records created/owned by the team member should be accessible by other team members.

How can I achieve that? Access Teams or Owner Teams?

I have the same question (0)
  • Suggested answer
    Gustavo Longo Profile Picture
    on at

    For this scenario I consider Owner Team as best option.

    An owner team owns records and has security roles assigned to the team. The team’s privileges are defined by these security roles. In addition to privileges provided by the team, team members have the privileges defined by their individual security roles and by the roles from other teams in which they are members. A team has full access rights on the records that the team owns.

    An access team doesn’t own records and doesn’t have security roles assigned to the team. The team members have privileges defined by their individual security roles and by roles from the teams in which they are members. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append.

    Details:

    docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information

  • nidnani Profile Picture
    285 on at

    Gustavo Longo  The other issue is previous admin has already created Access team and used account team template.

    So any time a new user is added to team, I have to manually go into all the accounts and add the new user to the account team template individually.

    When I try to select all the account and try to edit the account team section it is grayed out. Do you know how to fix that? if I can remove the grayed out thing then I don't need to create new owner teams.

    Attached image for change multiple record option. I don't get add member option

    Please help

    pastedimage1593093821586v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans