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Can I add a Team to D365 Sales so they can have permissions to read/write each others records

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Posted on by DonaW

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I believe if the Team was put as the owner of the record, then anyone on that team would be able access with read/write privilege's. However, we don't want to change the owner to the Team, we want the owner to remain the Salesperson. These individuals being able to work on projects as a team and be able to add/modify each others records is our Goal. Is there a way to achieve this?

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Leah Ju Microsoft Employee on at

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Can I add a Team to D365 Sales so they can have permissions to read/write each others records

Hi Partner,

You can create one new Business unit, and to add these users into it.

https://learn.microsoft.com/en-us/power-platform/admin/create-edit-business-units

1)Each business unit has a default team.

2)If a user is added to this business unit, they are automatically added to the business unit's default team.

3)You can assign a security role to the business unit's default team. This is done to simplify security role management where all your business unit team members can share the same data access.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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