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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to assign role to ...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to assign role to teams without codeing.

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Posted on by Rajeshkanna 35

Hi, 

I have accouts which connect with teams.

After account creation one team also created by internal flow. 

I want assign sales person role to team after account creation. 

Please let me know any idea without custom workflow. 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to assign role to teams without codeing.

    What reference are you asking about? Your scenario is pretty unique so I don't think anyone has posted it. So if you want to implement your requirement take the article I provided and implement your scenario.

    Good luck.

  • Rajeshkanna Profile Picture
    Rajeshkanna 35 on at
    RE: How to assign role to teams without codeing.

    Hi,

    In my scenario team in side the account record.

    I want assign this team to security role.

    Please let me know any reference.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to assign role to teams without codeing.

    There is N-N relationship behind this security so... use "Relate Entities" in order to achieve that. As an example you can check this post - tattooedcrmgirl.com/.../

  • Rajeshkanna Profile Picture
    Rajeshkanna 35 on at
    RE: How to assign role to teams without codeing.

    Hi Andrew Butenko,

    Could you please explain how to do using flows.

    There is no option available to assign role.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to assign role to teams without codeing.

    Hello,

    You can use Flow for this purpose.

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