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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Embedded Teams?
Microsoft Dynamics CRM (Archived)

Embedded Teams?

(0) ShareShare
ReportReport
Posted on by Brian Hofmeister 120

I'm trying to replicate our sales hierarchy in CRM online but having some trouble. I assumed I would do this using embedded teams but it doesn't appear that is possible. Here is what I'm trying to do...

I created accounts and assigned each account to a team. Ie.  Wal-Mart account is assigned to a Wal-Mart team.  Target account is assigned to a Target Team.

Now I want a parent team called "Retail" that is a member of both Target and Wal-Mart. This is how our sales force is structured. Am I going at this the right way? Or is there some other construct I should be using to get this accomplished? (ie. business units)

Thanks everyone!

Brian

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    A team cannot be a member of another team, and replicating your organization structure inside CRM is not necessarily a best practice. Organization structures can get complicated, but you want to keep your CRM security structure as simple.

    I wrote a blog article about using teams for the CRM team blog, I hope this helps: blogs.msdn.com/.../using-teams-to-solve-complex-record-sharing-scenarios.aspx.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Please let us know if you got the answer that you were looking for.

    Aasif Sheikh.

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…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans