Manage and apply roles to teams

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 will perform administrative tasks for the team, such as adding or removing members. The team admin has access to team-owned records, just like team members do, but the admin isn't shown elsewhere as a member of the team unless you also add them as a member.
    • Team type: Select the type of team you are creating. For details about the various types, see Manage teams.
    • Azure AD object ID for a group: If you are using an AAD-related Team type, then specify the relevant Azure AD object ID here.
    • Description: Describe the team.
  5. Select Save on the command bar.
  6. 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.

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 Marketing, see Manage user accounts, licenses, and roles.