Creating System Managed Access Team in Microsoft Dynamics 365 Or CRM
Article ID: KB0078974
Updated On:
| Products | Versions |
|---|---|
| TIBCO Scribe Insight | - |
Description
The TIBCO Scribe® Insight virtual entity RecordAccessTeamMembership is used to create System Managed Access Teams. Virtual entities are only available in the target and do not actually exist. They are just a mechanism used by TIBCO Scribe® Insight to gather the data necessary to perform some sort of record insert or update.
System Managed Access Teams are associated with a specific entity. To create this association the entity must enable Access Teams and have at least one Access Team Template tied to it.
The basic instructions for creating an access team template are in the Resolution section - see Create a team template and add to an entity form for more information:
System Managed Access Teams are associated with a specific entity. To create this association the entity must enable Access Teams and have at least one Access Team Template tied to it.
The basic instructions for creating an access team template are in the Resolution section - see Create a team template and add to an entity form for more information:
Issue/Introduction
System Managed Access Teams must be created using the Scribe RecordAccessTeamMembership virtual entity
Resolution
Creating The System Managed Access Team And/Or Adding A User To The Team
In TIBCO Scribe® Insight select the RecordAccessTeamMembership as a target.
All fields are required. TIBCO Scribe® Insight verifies if the team exists and if not creates it. Next it adds the system user specified in the UserID field.
The RecordID and RecordObjectTypecode values are the same as the RegardingObjectID and RegardingObjectTypecode found on the Teams entity.
Enable An Entity For Access Teams
- Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
- Follow the steps in View your user profile.
- Don’t have the correct permissions? Contact your system administrator.
- Go to Settings > Customizations.
- In the Customization window, choose Customize the System.
- In the navigation pane, expand Entities, and then choose the entity you want to use in the team template.
- On the Entity Definition form, in the Communication & Collaboration section, select the Access Teams check box.
- On the Actions toolbar, choose Save.
Create A Team Template
- Go to Settings > Security.
- Choose Access Team Templates
- On the Actions toolbar, choose New, complete the required fields (specify a Name and select the appropriate entity), and then choose Save.
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