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Saturday, February 25, 2023

Difference between Dynamics Access and Owner Teams

 Owner Teams can own records and security roles assigned to the team.

The team’s privileges are defined in the security roles assigned to it. Plus, every team member has his/her own security roles and the security roles assigned to the teams they are part of. An owner team has the full privileges on the records they own.

Access Teams cannot own records, and no security roles can be assigned to these teams.

The records can be shared with an access team; therefore, the team is granted access rights to the shared records such as Read, Write, and Append.

Top 6 scenarios to help identify when to use each team:

Owner Teams:
  • The company wants to let a group of users or teams own entity records.
  • The manager requires teams to report results daily.
  • Team members are equally given access rights, there is no variation between any two users.
Access Teams:
  • The manager wants to give a team access rights to records without owning them.
  • You want to grant multiple teams different access rights to the same records, for example: Team A has Read access right to a specific record, while Team B has Write and Append access rights to the same record.
  • If you want to add team members to a team from different business units.

Teams:

  • Teams allow for sharing of records that users otherwise would not have access to.
  • Creating a new business will automatically create a new team.
  • Although team belongs to a business unit, users from different business can also be added to it.

There are two types teams – Owner and Access

Owner Team

Access Team

Shares a record with a team

Shares a record with a specific user

Team owns the record

No ownership to the user

Security role can be assigned

Security role cannot be assigned

An owner can be converted to Access Team

Cannot to be converted to an owner team

 


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