Exercise – Use retail team templates to create teams (optional)

Completed

As Oscar, the Microsoft Power Platform administrator, you must set up your teams if you didn't already complete the Microsoft Teams and Dataverse security setup in the Set up reference data and security module.

  1. Go to Microsoft Teams in an InPrivate or Incognito browser session.

  2. Sign in with the admin tenant.

  3. Select Teams.

    Screenshot of Teams with the option to join or create teams.

  4. Select Create team.

    Screenshot of the Create team button.

  5. Under Select from a template, scroll down and then select Manage a Store.

    Screenshot of the Manage a Store option.

  6. On the Manage a Store pane, select Next.

    Screenshot of the Next button in the Manage a Store pane.

  7. On the What kind of team will this be pane, select Private.

    Screenshot of the team being set to Private.

  8. On the Some quick details about your private team pane, enter Contoso Store 101 Associates as the name of your team and then select Create.

    Screenshot of the Create button on the details pane.

  9. After the team is created, select the ellipsis (...) next to it. From the dropdown menu, select Manage team.

    Screenshot of the Manage team option from the dropdown menu.

  10. Select Add member.

    Screenshot of the Add member button.

  11. Search for and select Monica Rodriguez and MCR IAD FLW. Select Add.

    Screenshot of the Add button.

  12. Select Close.

    Screenshot of the Close button.

  13. Change the role of Monica from Member to Owner.

    Screenshot of the Member role being changed to Owner.

  14. Use the following details to create another team for store managers.

    • Template - Retail for Managers
    • Name - Contoso Store 101 Managers
    • Member - Monica Rodriguez