Access Teams with Microsoft Dynamics CRM 2013
This paper describes new team management capabilities in Microsoft Dynamics CRM 2013 that are very helpful in selling scenarios, particularly where a team manages an opportunity.
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Version:
1.0
Date Published:
7/15/2024
File Name:
Access Teams with Microsoft Dynamics CRM 2013.pdf
File Size:
661.2 KB
Microsoft Dynamics CRM 2013 introduces new team management capabilities that are especially useful in selling scenarios, where a team manages a particular opportunity. You can use new team management with other record types, such as cases, contracts, or campaigns, however, this whitepaper focuses on the sales scenario. The key capabilities include:- Access teams: Lightweight teams aimed at high volume sharing scenarios.
- Automated creation and management of access teams: Simplifying the administration process for scenarios where individual teams are defined to manage a particular customer.
Supported Operating Systems
Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
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