A team is a group of users who work together. Teams can own records.
In this section we will cover:
Introduction to teams
Default business unit teams
Managing teams
Teams is an optional feature in Microsoft Dynamics CRM 2011. However, there are a number of scenarios where teams are useful:
Owning unallocated records: Imagine you have a group of prospect accounts that you don't want to assign to a user in the sales department yet because it would clutter the user's views and reports. You can assign those accounts to a team before they are later claimed by a sales person and the account is reassigned to a sales user.
Sharing records with a group of users: Imagine you frequently share records with the same group of users in different business units. By creating a team and adding those users to it, you can now share records with the team to achieve the same result with fewer clicks.
Assigning a security role in one business unit to users in another business unit: Imagine...