Access teams in Dynamics simplify security calculations and caching by allowing permissions to be inherited through team membership rather than individual security roles. There are two types: system-managed access teams which are automatically created and dissolved based on templates for a single entity, and manual access teams which can be used across multiple entities but must be manually created and dissolved. The main usage of access teams is to share access to records between users by adding them to the owning access team.

1. Access Teams
in Dynamics
Dynamics Dojo Aug 9, 2017
http://www.itaintboring.com/dynamics-dojo-online/
Presenter: Alex Shlega

2. Dynamics Screens

3. Access TeamsOwner
Teams
● Can have users as
members
● Records can be shared
with the team
● Can own records
● Security roles can be assigned
to the team
● Enabled for all entities
● Can give users more
permissions since team
members will inherit team
security roles
● Show up in most of the default
views
● Cached
● Can be system(template-based)
or manual
● Must be enabled per entity(for
system-managed teams only)
● Users can only get as much
access as they are allowed
through the security
roles(assigned to them directly
or through owner team
membership)
● Do not show up in the default
views
● Not cached
Essentially, access teams are reduced owner teams

4. Dynamics Screens

5. Why do we need access teams?
● To simplify security calculations on the server side (no need to verify security
roles for access teams)
● To make it easier for the security cache (access team membership does not
affect the cache since no permissions are added/removed in the process)

6. System Access Teams vs Manual Access Teams
System-managed access teams
● Must be enabled per entity
● Templates have to be created
● Automatically created and dissolved
● Cannot be “shared” between entities
● Maximum 2 templates per entity, maximum 5 entities (by default)
Manual access teams
● Must be created and dissolved manually
● Can be used for different entities/records

7. Access Teams Usage Scenarios
Share
Share
Share
Hint: There is nothing else you can really do with them

8. References and further reading
● Scalable security modelling with Dynamics CRM
https://www.microsoft.com/en-us/download/details.aspx?id=45905
● User access teams and owner access teams
https://msdn.microsoft.com/en-us/library/dn481569.aspx