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Is there an option to deactivate a team? RRS feed

  • Question

  • We want to avoid a specific Team to get assigned Case/Activities/etc.

    I see that in order to delete the Team then we must re-assign all of the Cases/Activities/etc. to a different owner, which is troublesome since there are thousands of these items and we must re-open these items in order to re-assign them. 

    Is there a way to deactivate a Team? I don't see this option on CRM 2013 and wondering if this might be hidden.

    Thanks,

    -tri

    Wednesday, February 10, 2016 8:42 PM

All replies

  • Hi,

    Remove all the Security roles from the teams.

    A Team with no Roles definitely can’t own records.

    Regards,


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Thursday, February 11, 2016 9:53 AM
  • Hi,

    Remove all the Security roles from the teams.

    A Team with no Roles definitely can’t own records.

    Regards,


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Hi, thanks for the suggestion.

    • I removed all the security role of this team - so it has no role.
    • I removed all members from this team.
    • I re-assigned all existing records owned by this team to another team.
    • I removed the Queue and mailbox associated to this team.
    • I've checked that this team doesn't own any Personal views or dashboards/charts.
    • I checked every possible entities (out-of-the-box and custom) that this team doesn't own any records.

    However I keep getting an error when deleting this team that this team 'owns some records'... What did I miss?

    Any suggestion is appreciated!

    -tri



    • Edited by triangular Tuesday, February 16, 2016 7:56 PM
    Tuesday, February 16, 2016 7:55 PM
  • Hi,

    Execute below SQLquery in your <ORG>_MSCRM database .

    It will give the list of  objects shared to the specific team.

    Note : Change T.Name  = Your team name.

    select POA.* from PrincipalObjectAccess POA
    inner join Team T on T.TeamId = POA.Principalid
    
    where  T.Name = 'AT_AHT5VA000B53' AND AccessRightsMask > 0


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Wednesday, February 17, 2016 5:16 AM
  • Thanks this is very helpful. Unfortunately all of the access left are Dashboard/Chart/Form access that each of the creator must delete this team from... which is a very painful to remove one by one since there are hundreds of them. I'm thinking of removing the access using SSIS package but then each owner must first share every single of these items to me :/ very painstaking process.

    Appreciate your help in this though. Thanks,

    -tri

    Wednesday, February 17, 2016 8:37 PM
  • Some teams are system teams like default business unit teams and you can not delete them from the system.  It sounds to me like the one you are trying to delete is that type of team.

    <p><a href="http://edwardsdna.com"><i><strong><font color="blue">Regards, Donna</font></strong></i></a></p> <p><a href="http://twitter.com/edwardsdna"

    Thursday, March 3, 2016 11:04 PM