A quick side note – If you are not familiar with sharing views, records, charts, dashboards, etc, I encourage you to view those blog post tips first before finishing up this one – or bookmarking them to read very soon. (They are super popular posts for a reason).
Back to our topic at hand – Creating Teams.
But, why create a team?
If you have created and shared views (or charts, dashboards, etc) you know what a pain it can be to share each view you created with one person at a time – especially when there is a number of users to share them with.
For example, the marketing team may want to share a view of leads and prospects with the sales team of those who attended your in-person events, webinars, or downloaded your latest eBook. Without using ‘teams’, you would need to add each user individually to the list to grant access to view, edit, and/or share.
Then, two weeks later, sales decide to add another person to their team and they ask you; “Can you share all the views and dashboards that you created for the sales team with the new person?”.
Oh my. Yes, of course, you can, but what a time-sucking task.
If you utilize ‘teams’ within Microsoft Dynamics, when a new person is added to the team, they will automatically have access to all the ‘shares’ you have provided the rest of the users on that team. And not to mention that the act of sharing the view, record, chart or dashboard just became so much easier by selecting one user (in this case a team) instead of multiple users.
Teams can be set up any way you wish, as long as they are within the same business unit of CRM. Marketing, Sales, Product, Operations, Customer Service, Management, and sub-segments of all these groups and many (many) more.
How to create these teams?
It will require Administrator access so if you are not the CRM Admin for your organization, go ahead and put your request in (along with a small bribe or a nice compliment) to your Admin along with your team specs and I am sure they would be happy to get you set up. (If that doesn’t work, begging is often effective as well).
In this short Microsoft Dynamics 365 tips and tricks video, we walk you through why teams can create efficiencies in your organization and the simple steps on how to create them.
Once you start using teams, it will change your life. I know it changed mine.
If there are departments or teams within your organization that are not on-board with CRM yet and should be. Check out our new eBook “CRM is not just for salespeople” and see how to put customers first and increase productivity across the entire company with Microsoft Dynamics CRM.