Monday 15 June 2015

Access Teams Vs Owner Teams in CRM 2013/2015

Hi,
 
Here is some information about Access Teams and Owner Teams.
 
Owner Team
·  As teams in Microsoft Dynamics CRM with security roles
·  Can own records
·  Privileges are granted by security roles and change dynamically as the role definition changes
·  Needs to be manually or programmatically created and managed
·  Will be cached in CRM Server when a user accesses the application

Access Teams
·  Can't be granted security roles
·  Can't own records
·  Accesses records through sharing
·  Sharing privileges are defined by an access team template but don't change dynamically for existing records if the template changes
·  Won't be displayed in most team views
·  Can be system managed, directly from the form of the record that it relates to
·   Won't be cached because it doesn't derive privilege or ownership checks

The advantage of splitting out these type of teams from owner-based teams is that the overhead of adding security roles to a team can be avoided where it is not required. When security roles are added, these can affect performance and scalability in some key ways:
 
· Team security roles act in a cumulative way, and as a result for each user who is a team member, the privileges for that user need to take into account all the roles of the teams that they are a member of.
· The more teams a user is a member of with security roles, the more complex the calculation that has to be performed.
· To reduce the impact of doing this on each request, the system caches the cumulative permissions for the user as they first connect to CRM.
· When a user has a large number of teams with security roles, this can cause a delay on initial connection after a restart or when the user’s record has been flushed from the cache after 20 minutes of inactivity.
· Whenever the user is added or removed from a team, or the team has its security roles changed, the cache for each user affected needs to be flushed and recalculated on the next connection.
· For rapidly changing teams or team memberships, this can introduce a significant performance and scalability impact to the system
· In these cases, access teams can avoid this impact for team memberships where this is not necessary, that is, where a combination of ownership and sharing is used, access teams can be used for the sharing cases, and avoiding the cache and calculation impact when they change.
 
Hope this helps.
 
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Happy CRM'ing
Gopinath.

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