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Hello,
We have recently started sing dynamics 365 Sales Professional.
One of the requirements is to create sales teams. The sales team exists out of two salesman.
What we need is for these teams to be able to see all the entities (leads, opportunities, contact and accounts) the other user creates.
This way they always collaborate on all work. How can we set this up? Or do they need to manually share all entities with one another?
Any help or guidance is greatly appreciated!
In any case, thanks for the advice Mike. Much appreciated
Yes it sounds like that's all you're missing. I also agree that as complex, yet lacking in detail, that the licensing guides are; they often conflict with online documentation.
Hi Mike, thanks for the reply. Not sure why there would be discrepancies regarding functions per license, but here you can see according to the dynamics 365 sales documentation, the setup of teams is available to the sales professional license:
learn.microsoft.com/.../manage-teams
In this case the created team has the same permission levels as the user (which is user not Business Unit). Do i then simply need to update the team permissions to be at least Business Unit level?
Although I would find it hard to believe that Microsoft would have the appropriate telemetry in place to enforce their licensing restrictions, the Sales Professional license does not, in fact, have access to use Teams.
Does the Team have a security role assigned and does this role have Business Unit level or greater rights to read the COLA tables? Or do the individual users have the same security roles assigned which include the same rights?
Your illustration appears simple, though. You could alternately just provide the same security rights listed above, including update rights, and create view definitions that are 'XYZ Sales Team Records' and filter it with [Owner = Salesperson A OR Owner = Salesperson B]. They would "own" the records individually but have access to work on them together.
Ultimately, enforcing licensing rights is the responsibility of the consulting partner of record.
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