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.

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