How to Configure Account Teams in Microsoft Dynamics 365?

Choal choal 0 Reputation points
2024-11-13T02:37:10.3733333+00:00

Hi everyone,

I’m working with Microsoft Dynamics 365 and trying to configure account teams for the records. While I can see the "Accounts" tab and select the company, I’m not able to find the "Account Teams" section under the "Related" tab.

I’ve read through some documentation, including a guide I found on this Site , but I’m still not sure if I’m missing a specific step or configuration. Is there something I need to enable or set up in the system settings for the "Account Teams" section to appear?

Any help or additional resources would be greatly appreciated!

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