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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.

• 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.

Files

Status: Deleted This download is no longer available on microsoft.com. The downloads below are archives provided by the Internet Archive Wayback Machine from the Microsoft Download Center prior to August 2020.

File	Size
Access Teams with Microsoft Dynamics CRM 2013.pdf SHA1: 8f73feccec09587a466c8f8dc91280328201f53b	605 KB

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