Customer Engagement & Dynamics CRM Forum

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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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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Thanks.
Nelson Johnson, Solution Architect
BroadPoint, Inc., Bethesda MD
Link with me! https://www.linkedin.com/in/nelsonjohnson/
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Original Message:
Sent: Dec 02, 2019 06:36 PM
From: Rosemarie Cordell
Subject: Access Teams Anyone?

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...):

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

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

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Ty
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Original Message:
Sent: Dec 02, 2019 06:36 PM
From: Rosemarie Cordell
Subject: Access Teams Anyone?

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...):

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------

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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Original Message:
Sent: Dec 03, 2019 11:20 AM
From: Ty Corcoran
Subject: Access Teams Anyone?

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

------------------------------
Ty

Original Message:
Sent: Dec 02, 2019 06:36 PM
From: Rosemarie Cordell
Subject: Access Teams Anyone?

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...):

------------------------------
Rosemarie Cordell
Business Analyst
NEWBERG OR
------------------------------