Create or edit a team

Can I do this task?

When you create a team A group of users who share and collaborate on business records. A team can consist of members who all report to one business unit or members who report to different business units., you assign it to a specific business unit A way of representing a division or department in an organization. Business units are arranged in a hierarchy, and all users in the same division or department are assigned to one business unit.. You must create and save a team before you add members Participants in a resource group, team, marketing list, or other grouping of records. to it. A team cannot be deleted after it is created. However, you can deactivate To make a record unavailable for updating (read-only) while maintaining the data. This is usually preferable to deleting a record, which removes all data. a team by removing all the members from the team. To reactivate the team in the future, just add new members to it.

1. In the Navigation Pane, click Settings, click Administration, and then click Teams.
2. On the Actions toolbar, click New.
3. On the General tab, enter information or observe any noted restrictions or requirements as needed:
   • Team Name

     In this field, type a unique name that describes the team's purpose, business focus, location, or other meaningful characteristics.

   • Business Unit

     Click the Lookup button to search for and select a business unit. By default, Microsoft Dynamics CRM Online selects the root business unit A business unit that is the top-level business unit in your organization chart. The root business unit is created based on the organization name that you enter during installation. You cannot change or delete this information., the top-level business unit based on the organization name entered during the installation.

4. Click Save or Save and Close.

Note

Teams can also be assigned to resource groups Groups of two or more resources (users, facilities, or equipment) that can be scheduled interchangeably..