Team administrators can not view team owned records

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Posted on by Community Member

Hi,

I'm having an issue with how team owned records work. Microsoft Dynamics 365 CRM that I'm using: Version 1612 (9.0.20.7) (DB 9.0.20.7) on-premises.

Here is the scenario:

User A is the administrator of team X.

User B is the member of team X.

Team X team type is Owner.

User B creates an activity and then assign the record to team X.

On this article Manage Dynamics 365 for Customer Engagement apps teams | Microsoft Docs, team administrator (User A) has access to Team owned records and the admin do not need to be the member of the team. But as I logged in as the User A, by using the All Activities view (without any filters), I can't access the team X owned record. User A has Business Unit Read privilege on Activities.

Any suggestions to make it possible?

Best regards,

Andre

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Answers (1)

Community Member on at

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RE: Team administrators can not view team owned records

Hi Leah Ju,

Thank you for your quick response, I've tried your solution and it works now. Thank you for your help.

Best Regads,

Andre
Community Member on at

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RE: Team administrators can not view team owned records

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju
Verified answer

Community Member on at

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RE: Team administrators can not view team owned records

Hi Andre,

As you mentioned, “User A has Business Unit Read privilege on Activities”, so you can make User A and Team X are in the same Business Unit or change user A has organization read privilege on Activity:

(1)Same BU:

For example, User A is Alan Steiner, and she is the administrator of TeamX, they have the same BU--BU1:

Then i logged in as the User A--Alan Steiner,I can access activities that owner is TeamX.

For testing, i change the User A to another BU, then i logged in as the User A--Alan Steiner again, i can't access activities that owner is TeamX.

(2)Organization Read privilege for activity.

Regards,

Leah Ju

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