Access Teams in Microsoft Dynamics CRM 2013
Author: Roger Gilchrist
Published: December 2013
Summary
This paper describes new team management capabilities in Microsoft Dynamics CRM 2013 that are very helpful in selling scenarios, particularly where a team manages an opportunity.
Applies To
- Microsoft Dynamics CRM 2013
Introduction
Microsoft Dynamics CRM 2013 introduces new team management capabilities that are especially useful in selling scenarios, where a team manages a particular opportunity. You can use new team management with other record types, such as cases, contracts, or campaigns. However, this whitepaper focuses on the sales scenario.
The key capabilities include:
Access teams: Lightweight teams aimed at high-volume sharing scenarios.
Automated creation and management of access teams: Simplified administration process for scenarios where individual teams are defined to manage a particular customer.
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