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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Multiple Team Role Pro...
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Multiple Team Role Problem

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Posted on by onurizgi 360

Hello All,

I created 2 teams and 2 business units. I have added any of my users to 2 teams. The business units of my teams are different. 
The business units on the user cards are also different. When the user is added to 2 different teams, the roles do not merge. 
The user I added to 2 different teams seems to be in only 1 team. 

Can anyone knowledgeable about the subject help?
Thanks,regards.
  • onurizgi Profile Picture
    onurizgi 360 on at
    RE: Multiple Team Role Problem

    Hello Daniel,

    Sorry for the late return. I added to team photos

    8540.team1.png

    6813.team2.png

    There are two teams. The member's same. Member's business unit is ANADOLU BÖLGE. I add to two team and I want to merge roles with team. By the way microsoft release new properties for CRM : 

    Relationship Roles are deprecated

    Relationship Roles (Settings > Business Management > Relationship Roles) are deprecated and will be removed in a future major release. This feature is replaced by Connection Roles. More information: Create connections to view relationships between records.

    Link : https://docs.microsoft.com/en-us/power-platform/important-changes-coming#contracts-contract-line-items-and-contract-templates-entities-are-deprecated

    Is it related for my subject ? 

    Thanks/regards.

  • PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Multiple Team Role Problem

    Hey Onur.

    Can you please paste a screenshot of how it looks and how you expect it to look?

    Best regards

  • onurizgi Profile Picture
    onurizgi 360 on at
    RE: Multiple Team Role Problem

    Hi Daniel,

    I tried this method and created access team and add team member. But user roles not merged. I dunno why. Normally must merge. Is there any another way on default dynamics properties. If not possible this way, I try with javascript.

    Thanks a lot.  

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Multiple Team Role Problem

    Hello Onur.

    This will depend on several things:

    - Users can only be on one Business Unit and will have a Default Team. You can add additional teams but only one of them will be the default (and is usually associated with the B.U.)

    - The teams you're adding are Owner team or Access team.  You have some documentation about the difference on docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information.  Owner teams might have security roles associated but Access teams shouldn't.

    - One important step here is that the security roles are not granted/extended/assigned with membership to the team. Instead, the security roles assigned to teams are applied to the users on runtime.

    Please verify which type of teams you're assigning to the user.

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