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Access Teams Not Being Created

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Posted on by 380
I am having trouble getting access teams to work properly unless I am completely missing something. I enabled Access Teams for an entity. I then created an access team template for Read and Write access. I then went to that entity and added a sub-grid to the form and followed all the settings that have been described in the implementation guide (All Record Types, Users, Associated Record Team Members, and the template I created) When I do this, it takes a few times to get the view for the sub-grid to be the correct view and not just be the Enabled Users view. Once I do get it to work, my understanding is that when adding a user in that sub-grid the access team should be automatically created at that point. This is not happening for me. Has anyone else experienced this? Really would like to utilize the power of access teams but experiencing these issues seem like it is not working at intended. I have tried this with a canned entity (Task) as well as a custom one. Any help would be greatly appreciated. Another thing to note is that the CRM version we are on is 6.0.0.809 (possibility that Rollup 1 would help this issue? Did not see anything in the rollup documentation about it)

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  • jbonomo Profile Picture
    jbonomo 380 on at
    RE: Access Teams Not Being Created

    Cezar,

    I did all of the steps mentioned above and have confirmed that the team was not automatically created (used an advanced find and queried the database as well). It seems like this must then be a bug of some sort.

  • Lozici Cezar Profile Picture
    Lozici Cezar 890 on at
    RE: Access Teams Not Being Created

    Hi Joe,

       Normally to have the Auto-Create possibility enabled for Access teams you would need to :

    1.Enable the entity for access teams

    2.Set up an access team template

    3.Add a subgrid to the entity form to view the team members(as described Here)

    4.Add members to the subgrid

        These 4 steps should automatically create a team record (represented by a GUID) that is basically a concatenation between the entity record and the access template record id.

    If not done so already please conduct an Advanced Search to see if the teams are indeed not created(Look for teams, Set parameters : Team Type Equals Access )

    Thank you for using Microsoft Dynamics CRM Communities

    Cezar Lozici

    Support Engineer

    Microsoft Dynamics CRM

  • jbonomo Profile Picture
    jbonomo 380 on at
    RE: Access Teams Not Being Created

    When I say it is not working, I mean no access team is created when I add a user (I am a system administrator so this is not a permissions issue). I even queried the database and did not find that an access team record existed.

  • ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: Access Teams Not Being Created

    Hi Joe,

    Yes, when you add the first user to the Access Team subgrid the Access Team will automatically be created (it's name will be a GUID). When you say that it isn't working - what are the symptoms you are experiencing?

    Scott

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