Create or manage teams
A team is a group of users who share and collaborate on business records. A user can be associated with multiple teams.
License and role requirements
|Requirement type||You must have|
|License||Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
|Security roles||System Administrator
More information: Predefined security roles for Sales
Create a team
Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:
From the Sales Hub app, select the Settings icon , and then Advanced settings.
Follow the instructions in Microsoft Dataverse teams management to create and manage teams.
Can't find the options in your app?
There are three possibilities:
- You don't have the necessary license or role.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.