Create or edit a team

You can create two types of teams: Owner or Access. If you want to assign a record to the team, choose the team type “Owner.” If you want to share a record with the team, choose the team type “Access.”

For information about the two team types, see About team templates.

On this page:

 Create a team

 Edit a team

Create a team

1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.
   Check your security role
2. Go to Settings > Security.
   (In Microsoft Dynamics CRM for Outlook, go to Settings > System > Security.)
3. Click Teams.
4. On the Actions toolbar, click the New button, complete the required fields, and then click Save.
   If you don't select the business unit to which the team will belong, by default, the root business unit is selected. The root business unit is the first business unit created for an organization.

Edit a team

1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.
   Check your security role
2. Go to Settings > Security.
   (In CRM for Outlook, go to Settings > System > Security.)
3. Click Teams.
4. In the Teams dropdown list, select All Teams or another appropriate view.
5. In the grid, select the team you want to edit.
6. On the Actions toolbar, click Edit, change the desired fields, and then click Save.