Overview
The TechnoMile Product Suite is natively built on the Microsoft Dynamics 365 platform, transforming the most advanced CRM into a Product Suite ready platform. The suite enables you to manage your users via Teams as Team Members and assign Roles to them.
Audience
- Microsoft Dynamics Administrators
- IT Support
Manage Teams
Add Team Members to Team
Step 1. Login to your Microsoft Dynamics instance.
Step 2. Click the gear icon and select Advanced Settings.
Step 3. Open the Settings sitemap and click Security.
Step 4. Click Teams.
Step 5. Click to open a Team.
Step 6. Click the plus icon.
Step 7. Click the lookup icon and select Look Up More Records.
Step 8. Enter Name of the User that you want to add into your Team in the search bar, select their corresponding Full Name checkbox, and click Select.
Step 9. Similarly, you can search for and select other Users to add them into your Team and click Add.
Users are added as Team Members into your Team.
Assign Roles to Team & Team Members
Step 10. Click Manage Roles.
Step 11. Select the Role(s) that you wish to assign to your Team and click OK.
Role is assigned to your Team and all its Team Members.