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Access Teams Anyone?

  • 1.  Access Teams Anyone?

    GOLD CONTRIBUTOR
    Posted Dec 02, 2019 06:37 PM
    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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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Access Teams Anyone?

    TOP CONTRIBUTOR
    Posted Dec 03, 2019 09:33 AM
    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/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Access Teams Anyone?

    Posted Dec 03, 2019 11:21 AM
    Are the "connection" & "connection roles" entities included in the model-based app you are using?

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    Ty
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Access Teams Anyone?

    GOLD CONTRIBUTOR
    Posted Dec 03, 2019 01:45 PM
    Hi, @Ty Corcoran! Yes, both are included in the sales app.​

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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