Create a team

[This topic is pre-release documentation and is subject to change.]

Sign up for Product Insights Preview

First, sign into Product Insights at https://pi.dynamics.com.

An Azure Active Directory (AAD) or Microsoft account (example: sample@outlook.com) is required.

Create a team

To create a team, follow these steps:

  1. Select +New team in the bottom left corner of the portal.

  2. Type a team name of choice in the Name field and any text for Description.

  3. Select Create to confirm the team.

    Create a new team

Add members

To add members to your team, follow these steps:

  1. Select your team from the left menu.

  2. Select the Members tab, and then +Add Members to the right of the portal.

  3. Use the Members field to find users in your organization whom you want to add to your team. You can search by name or email address. Under Role, select Owner.

  4. Select Add to confirm your additions.

    Add new members

Create a project

To create a project within your team, follow these steps:

  1. Select Projects and then +New project to the right of the portal.

  2. Type a project name of choice in the Name field and any text for Description.

  3. Select Create to confirm the project.

    Add new project