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Access Teams with Microsoft Dynamics CRM 2013

  • Published:
  • Version: 1.0
  • Category: business-solutions
  • Language: English

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: Live

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System Requirements

Operating Systems: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2

  • Adobe© Reader

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