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!

Windows Server
Windows Server
A family of Microsoft server operating systems that support enterprise-level management, data storage, applications, and communications.
13,478 questions
Windows 10 Setup
Windows 10 Setup
Windows 10: A Microsoft operating system that runs on personal computers and tablets.Setup: The procedures involved in preparing a software program or application to operate within a computer or mobile device.
1,955 questions
0 comments No comments
{count} votes

Your answer

Answers can be marked as Accepted Answers by the question author, which helps users to know the answer solved the author's problem.