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Manage and apply roles to teams

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Note

Azure Active Directory is now Microsoft Entra ID. Learn more

A team is a group of users who share and collaborate on business records. A user can be associated with multiple teams.

Create a team

To create a new team:

  1. Go to Settings The Settings menu icon. > Advanced settings.
  2. A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Teams.
  3. Select New on the command bar.
  4. The Add new team page opens. Enter the following details.
    • Team name: Give the team a name
    • Business unit: Select the business unit that members of this team belong to.
    • Administrator: Select the person who is the administrator of this team.
    • Team type: Select the type of team you are creating. For details about the various types, see Manage teams.
    • Microsoft Entra ID object ID for a group: If you are using a Microsoft Entra ID-related Team type, then specify the relevant Microsoft Entra ID object ID here.
    • Description: Describe the team.

Note

The Administrator field is only for reference and doesn't have any special processing. You can use this field to restrict who can add and remove team members by registering a plug-in on the associate and disassociate APIs for the teammembership_association relationship. These actions can be enforced when the user is the administrator of the team. For more information, see the community sample code.

  1. Select Save on the command bar.
  2. The page reloads, now showing a Team members table. Use the settings here to view, add, or remove members for the team.

Add or remove members to the team

  1. Go to Settings The Settings menu icon. > Advanced settings.
  2. A new window titled Business management will open. Go to Settings at the top of the new window, then System > Security > Teams.
  3. Find and open the team in the list that you want to edit.
  4. The team record opens. Use the Team members section here to view and edit the team members as follows:
    • To add a member, select the Add existing user button at the top of the Team members section and then select one or more existing users to add.
    • To remove a member, select the target member to highlight it, then select the Remove button at the top of the Team members section.
  5. Save your settings.

Note

Privilege requirement: To add or remove a team member from an owner team, the user needs to have Write, Append, and Append To privileges on the Team table, Append and Append To privileges on the User table, and also equal or higher privileges than the team has. For example, if the team is assigned a System Customizer security role, the user needs a System Customizer or a System Administrator security role.

Manage roles for a team

You can assign any number of security roles to each team. When a team is assigned a role, all team members inherit the privileges associated with that role so long as they remain on that team.

To apply security roles to teams, and to customize each role:

  1. Open the Settings menu The Settings menu icon. at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
  2. Navigate to Settings > System > Security.
  3. Work with the Users, Security roles, and Teams items here as needed.

For more information about managing teams and working with security roles, see Manage teams and Security roles and privileges.

For more information about the security roles included with the Dynamics 365 Customer Insights - Journeys, see Manage user accounts, licenses, and roles.