In Microsoft Dynamics CRM 2011, the Team concept that was used is now known as Owner Teams in Microsoft Dynamics CRM 2013. The new version of CRM also introduces a new team type called Access Teams. Two fundamental differences between an Owner Team and an Access Team involve ownership and sharing. As the name implies, a member of an Owner Team inherits permissions to the records because the team owns the record. Access Teams are different in that permissions are granted to the records via sharing.
Now that there are two team types, when should you use one over the other? Since owner teams are a known concept with the two previous releases of CRM, only the best practice of when to use them will be defined in comparison to access teams.
- Best where teams access high volumes of data, via ownership or business unit access
- When a security role is required to access records scoped by a business need
- Teams used as service scheduling resource must be owner teams
- Rapidly changing team memberships
- Allows for >1,000 team memberships per user
- Individual record based access
- Owner of the record allowed to define access to other users
- Can accommodate varying levels of group access types to records