This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions
In the Navigation Pane, click Settings, click Administration, and then click Teams.
On the Teams tab, in the Records tab, click New.
In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
Team Name
Business Unit
Click the Lookup button to search for and select a business unit. By default, Microsoft Dynamics CRM selects the root business unit A business unit that is the top-level business unit in your organization chart. The root business unit is created based on the organization name that you enter during installation. You cannot change or delete this information..
Can I do this task?
to search for and select a business unit. By default, Microsoft Dynamics CRM selects the root business unit.