Setting up Access Teams

Access Teams are a relatively new addition to Dynamics 365. The feature was introduced in Dynamics CRM 2013 as a solution for large-scale sharing.

Access Teams enable security on a per-record basis and is easier to manage and control than record sharing. Furthermore, Access Teams can be manipulated using the SDK, making it a good candidate for security extensions to deal with complex security requirements.

Here we will focus on manually populated Access Teams where we define a template for an entity. The team is automatically created by Dynamics 365 for each record of that type when a user is manually added. We'll create the template for Accounts.

Getting ready

To create an Access Team template, the entity in question needs to be enabled for Access Teams. By default, the Access Teams feature is not enabled. To enable it, navigate to your customization area: Settings | Solutions | Packt | Entities | Account. In the general details of the entity (in our case, Account),...