We are using Dynamics 365 and have the following questions:
1) Is there a Best Practice for setting up security roles for Teams and why?
- The company has multiple teams across the country performing sales activities.
- The basic access for each team member is very restrictive, specifically when it comes to access to email templates and contact lists (they can only access their own lists and can only add info to one or two fields/sections on a ClickDimensions email template. They cannot modify the template in any other way).
2) If a Community Team is created, what are the roles needing to be assigned to allow for the above activities and what is the reasoning behind those roles?
Let me know if further clarification is needed.
Thanks in advance!
Pat
