Customer Engagement & Dynamics CRM Forum

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Access Teams Anyone?

  • 1.  Access Teams Anyone?

    GOLD CONTRIBUTOR
    Posted 13 days ago
    We recently switched to the Unified Interface and it appears that users can no longer add members to a record's access team. Can anyone give any insight as to what we've missed in our setup here?

    Classic web, sales person logged in, access team has the lovely + sign:

    Unified Interface with no + sign (no add option in the ellipses either...):


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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


  • 2.  RE: Access Teams Anyone?

    TOP CONTRIBUTOR
    Posted 12 days ago
    Rosemarie,
        I have read a few articles on this and some people have discovered that they can use the Ribbon Workbench to make those icons appear, while other people have set up a user lookup field on the form that triggers a workflow to add the user to the access team.

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    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    Conference-CRMUG_200x200


  • 3.  RE: Access Teams Anyone?

    Posted 12 days ago
    Are the "connection" & "connection roles" entities included in the model-based app you are using?

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    Ty
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    Conference-CRMUG_200x200


  • 4.  RE: Access Teams Anyone?

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Hi, @Ty Corcoran! Yes, both are included in the sales app.​

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    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
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    Conference-CRMUG_200x200


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