PrincipalId – The Guid of the access team.When a member is added to the access team, a record actually gets created in the PrincipalObjectAccess table in the back-end with the following details. So let’ s assume that everything is set-up and I have added a member to the access team sub-grid. I will not waste more time in this no-brainer stuffs. The next step is to insert the access template grid in the opportunity form. I created an Opportunity Team Template with Access Rights – Append, AppendTo, Read and Write. I am going to discuss in detail what exactly happens to the existing access teams when the access template rights are changed.įor this let me take the opportunity entity and create a template for Opportunity. The other perennial question that I keep on getting here is that what will happen to the existing access team rights if I change the access templates rights.
For this I have created a utility in codeplex which might help you. Access team templates are not solution aware. The first of them being the migrating the access team templates across environments. However there are still couple of nuances in access teams which most of the teams find it difficult to manage.
It’s been more than 3 years that access teams have been introduced and perhaps every project I visit, I find the use of access teams.
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