Create a team template and add to an entity form

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

A team template can be used for the entities that are enabled for automatically created access teams. In the team template, you have to specify the entity type and the access rights on the entity record. For example, you can create a team template for an account entity and specify the Read, Write, and Share access rights on the account record that the team members are granted when the team is automatically created. After you create a team template, you have to customize the entity main form to include the new team template. After you publish customizations, the access team template is added in all record forms for the specified entity in a form of a list. For example, you created a team template called “Sales team” for the account entity. On all account record forms you’ll see the list called “Sales team”. You can add or remove team members using this list.

On this page:

Enable an entity for access teams

Create a team template

Add a team template to the entity form

Enable an entity for access teams

1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Customizations.

3. In the Customization window, choose Customize the System.

4. In the navigation pane, expand Entities, and then choose the entity you want to use in the team template.

5. On the Entity Definition form, in the Communication & Collaboration section, select the Access Teams checkbox.

6. On the Actions toolbar, choose Save.

Create a team template

1. Go to Settings > Security.

2. Choose Access Team Templates

3. On the Actions toolbar, choose New, complete the required fields, and then choose Save.

Add a team template to the entity form

1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Customizations.

3. In the Customization window, choose Customize the System.

4. In the navigation pane, expand Entities, expand the entity you want to use in the team template, and then choose Forms.

5. In System Forms, select Active Forms > Main form.

6. On the Main form, open the Insert tab.

7. On the ribbon, choose Sub-Grid.

   The Set Properties dialog box appears.

8. In Set Properties, complete the required fields, and then select the Display label on the Form check box.

9. In the Records drop-down list, select All Record Types.

10. In the Entity drop-down list, select Users.

11. In the Default View drop-down list, select Associated Record Team Members.

12. In the Team Template drop-down list, select the desired template and choose Set.

    The team template you selected now appears on the Main form.

13. On the Actions toolbar, click or tap Save, and then choose Publish.

See Also

Manage teams
About team templates
Print leads, quotes, and other records