Setting up teams and sharing
Another great security feature in Dynamics 365 is team ownership. Team ownership greatly enhances complex sharing scenarios across different business units.
As discussed previously in this chapter, the Dynamics 365 security model is driven by record ownership and business unit structure. In the Configuring business unit hierarchies recipe earlier in this chapter, we discussed how users belonging to different business units, and with different security roles, will have access to different records with different levels of privileges. In this recipe we will demonstrate how a user who usually doesn't have full privileges to a record can easily get correct access by becoming a member of a team with the correct security role.
Leveraging the security model created in this chapter's Configuring business unit hierarchies, we will extend the example to include a team belonging to the United States
business unit and with the global security role to show how team membership...