Does the solution meet the goal?

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

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A university has implemented Dynamics 365 Customer Engagement. Several departments use opportunity records to bid for funding for projects within their own departments.

Each department’s opportunities are not visible to other departments. However, there are times when two departments need to work together on an opportunity.

You need to configure the security to meet the business requirements.

Solution: Use access team templates and give access to members in the two departments.

Does the solution meet the goal?
A . Yes
B . No

View Answer

Answer: A

Explanation:

Access Team template

The privileges assigned to the access team through Access Team Templates. Access Team template allows you to create a template for the entities on which “Access Teams” option is enabled. You can grant or restrict access to the entity records through “Access Rights”. Essentially, this is like a record-based security model on an entity record for specific users.

Once the access team template is created and added to the entity form, you can start adding users. For example, on an opportunity record add a new user in the Access Team Template sub-grid.

Reference: https://community.dynamics.com/crm/b/crmdevmigrationconfigandcustomization/posts/access-teams-and-access-team-templates