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DYNAMICS 365 HOW TO RETRIEVE BUSINESS UNIT DEFAULT TEAM IN C# AND JAVASCRIPT

DYNAMICS 365 HOW TO RETRIEVE BUSINESS UNIT DEFAULT TEAM IN C# AND JAVASCRIPT

If you're looking to retrieve a business unit's default team in Dynamics 365 using either C# or JavaScript, this post is just for you.

In Dynamics 365, each business unit can have multiple teams with one default team created automatically by the system upon the creation of a new business unit. It's important to note that the default team can be used to simplify the management of security roles when users have common permissions. Additionally, default teams cannot be deleted and have the field "Team Type" set to "Owner"; thus, they can own CRM records by setting them as record owners.

This post provides code snippets to help you dynamically fetch the appropriate team and set it as owner, be it through C# or JavaScript. These code snippets will come in handy when you have a scenario where you want to automatically set the owner to the default team of a business unit.

Don't forget to assign a security role with appropriate permissions when setting the default team as owner, otherwise, you will get a permission exception. Hope this helps!

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