Mitch Milam's Dynamics CRM and xRM Discussions

One of the things that I recently started adding to my CRM installation process was to create a team called Everyone.

And why, do you ask, do we need a team called Everyone?  Well, it's rather simple. It is less maintenance in the long run to assign shared records within CRM to a Team, than it is to assign them to individual users.

Here is how the Team creation process works:

Creating the Everyone Team:

1) From the CRM Web Client, select Settings, Business Unit Settings, Teams.

2) Specify the Team Name as Everyone and give it a Description, as shown below:

3) Click the Save button.

4) Under Details, Click Members.

5) Click the Add Members button.

6) Enter any search criteria you wish, or leave the Look for: box blank.

7) Click the Find button to display CRM users that match your criteria.

8) Select the users you would like to add to the group ( generally all of them ) and click the >> button.

9) Click OK.

10) When you are returned to the Member List, click the Save and Close button.

That is how you create a Team in Dynamics CRM 3.0.  In the next article we'll discuss how to utilize our newly created team.