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Create or edit a team

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

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:

Down arrow buttonCreate a team

Down arrow buttonEdit 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

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Security.

    (In Microsoft Dynamics 365 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

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Security.

    (In Dynamics 365 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.

See Also

Create a team template and add to an entity form
About team templates
Print leads, quotes, and other records