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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:

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. Check the License and role requirements section at the top of this page.
  • 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.

Admin settings overview