-
Book Overview & Buying
-
Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
By :
A team is a group of users and allows groups of users to share information in an organization. In this recipe we will delve into how to create a team in the Dynamics CRM 2011 system.
Follow this recipe to create a team in the Dynamics CRM 2011 system:
Log in to the Dynamics CRM 2011 system as a user with the system administrator or an equivalent security role.
Navigate to the Settings | Administration | Teams section.
Click on the New button on the top ribbon.
In the Team New page, please enter the following information:
Team Name: Enter a unique name for the team that describes the team's purpose, business focus, location, or other meaningful characteristics.
Business Unit: The business unit to which the team belongs. One team can only be part of one business unit. This is a mandatory field.
Administrator: Select a user from the lookup. This user will be the administrator of the team. This is a mandatory field.
Default Queue: Select...
Change the font size
Change margin width
Change background colour