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Access Teams in Microsoft Dynamics CRM 2013

Author: Roger Gilchrist

Published: December 2013

Summary

This paper describes new team management capabilities in Microsoft Dynamics CRM 2013 that are very helpful in selling scenarios, particularly where a team manages an opportunity.

Applies To

  • Microsoft Dynamics CRM 2013

Introduction

Microsoft Dynamics CRM 2013 introduces new team management capabilities that are especially useful in selling scenarios, where a team manages a particular opportunity. You can use new team management with other record types, such as cases, contracts, or campaigns. However, this whitepaper focuses on the sales scenario.

The key capabilities include:

  • Access teams: Lightweight teams aimed at high-volume sharing scenarios.

  • Automated creation and management of access teams: Simplified administration process for scenarios where individual teams are defined to manage a particular customer.

Download Access Teams with Microsoft Dynamics CRM 2013 from the Microsoft Download Center.

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