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dynamics-crmmicrosoft-dynamicsdynamics-365

Can't add users to other Teams

I have a team in crm dynamics 365 and the isdefault = true in the team, how can I understand where create teams with the isdefault = true flag and where they are filled with users? If I try create team, the isdefault = false flag.

Solution

  • In CRM, we have a default Business unit for each organization and we can create child BU structure under this parent BU. Each Business unit will have a default BU Team (owner) and it will get all the users in that BU as members. This is what you are referring isdefault = true team. Whenever users BU changed, they will move accordingly. This has huge security implications. Examples: Sales, Sales-APAC, Service, etc

    You can also create an owner Team, this will be isdefault = false and users can be added/removed based on need. This can also own records, ie records can be assigned to this owner team.