Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Unanswered

Best way to give Users the ability to change Team membership?

Posted on by 279

I'm trying to give certain users the ability to change the membership of certain teams. For example, a department head oversees several workers, all of whom are part of various teams in order to direct notifications and ownership of records. The membership of these teams can change often, so the department head needs to be able to change them without contacting an admin each time.

Here are the possibilities I have so far:

  1. Give permissions via a "Team Editor" role. However, we only have on business unit, so anyone with this role would be able to edit teams with more security in place and I need them to only be able to edit certain teams that they oversee.
  2. Edit the Ribbon for the Team Members subgrid so that the Add/Remove buttons only appear for certain users (i.e., users in a "Team Editors" team) AND only if they are members of the department team (i.e., department head is in the DEPT Team and can control DEPT Sub-Team1, DEPT Sub-Team2, etc., but not other teams).
  3. Create a new table specifically for editing teams. The user will choose from a list of users in their DEPT Team and a list of Sub-Teams to add/remove people. An HTML/Ribbon button will run JS that will do the adding/removing.
  4. Same as #3 except just create new fields in an existing table (Team/Contact/User/etc) that do the same thing.

Any thoughts? Obviously the simpler the better but this seems like it will be somewhat complicated no matter what.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans