Sharing records is done by an individual user and the only way to see what records are shared and to whom is by going to the record/component and clicking the sharing buttonĪccess Teams and Access team templates are a method to share permissions and records, which is easier to manage, quicker to add/remove users/teams because Access team templates will applying a standard set of privileges (read, write, delete, append, append to) rather than having to set this up for each individual user/team.Īn overhead of Owner Teams and sharing is they write records to the POA (Principal Object Access) table and this may eventually can result in performance overhead. This functionality is very useful but the sharing process is not very visible and can be difficult to manage.
The standard owner team/user functionality allows you to share records and components (views, dashboards) to users or owner teams. Video – CRM 2013 – MB2 703 – Manage user access, Teams and sharingĪccess Teams And Access Team Template Demo can be seen in the video below I will also mention Microsoft have a very good white paper on Access Teams which you can download by going to the link belowīefore I went through sharing and teams in the previous blog\video which you can see using the links below go through more tradition teams and sharingīlog – CRM 2013 – MB2 703 – Manage user access, Teams and sharing I personally have not understood the real benefit of Access teams and access team templates, I understood it was an quick way to share individual records but I wasn’t sure how this was different to the current sharing functionality.įirst I will go through the Access Teams functionality and then we will focus on the differences
For those people studying for the MB2-703 – CRM 2013 customization and configuration exam, you will need to know the difference between access teams and Owner teams.
A new feature in CRM 2013 is Access Teams.
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