You maybe wondering why should I use them, if so read this great blog post from CRM MVP Adam Vero I wrote a blog post to get started with access teams and access team templates belowĬRM 2013 – MB2-703 – Access Teams and Access Team Templates how to use them and key facts You create a subgrid on an entity, which allows you to add users to the subgrid and shares the record with them.Īccess Teams and Access team templates are a method to share permissions and records, which is easier to manage, quicker to add/remove users/teams because Access team templates will applying a standard set of privileges (read, write, delete, append, append to) rather than having to set this up for each individual user/team. If you have never used access teams, never heard of them here is a quick descriptionĪccess teams and access team templates are new functionality added in CRM 2013, where you can share permissions to records to users/teams on an individual record basis. No Access Team should be an island – Hosk What are Access Teams
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