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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / workflow to create dat...
Service | Customer Service, Contact Center, Fie...
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workflow to create data from a team owner to team owner

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Posted on by Community Member

Hi !!

I created a workflow wich creates an activity email for a team owner when a quote is activate. If this quote owner is a team, the activity email is not created. But if the quote owner is an user, the activity is created. Is there any restriction at creation of data from an owner group to an owner group ?

thanks

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  • Community Member Profile Picture
    Community Member on at

    1.) Go to Settings > Security > Teams.

    On this screen, you’ll see a list of teams that have already been set up.

    2.) Click + New on the top left of your screen.

    3.) Enter a Team Name, then choose the Business Unit and Administrator. Leave the Team Type as Owner.

    If you want to, you can give your new owner team a short description to describe what it will be used for.

    4.) Click Save on the top left of your screen.

    Add users to an owner team

    1.) Open the owner team you wish to add users to.

    2.) Click on the + icon to add a user.  

    You will see a field with a magnifying glass icon.

    3.) Click on the magnifying glass icon or start typing a name, then select a user to add them to your team.

    Repeat these steps for each user you want to add.

    Assign security roles to an owner team

    1.) Open the owner team you wish to add users to.

    2.) Click on the down arrow next to the name of your team and choose Security Roles.

    From here, we’ll be able to assign a few different security roles to this team. Those security roles will apply to all the team members we have added.  

    3.) Click on Manage Roles.

    This is a list of all your currently set up security roles.

    4.) Add as many security roles as you would like, and click OK.

    Refresh your browser to see the changes.

    Now that we have added security roles to our team, they will apply to all the users on that team.

    I hope this information helps!

    Regards,

    Lewis

    Developer

    O365CloudExperts

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