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January 13, 2014


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Scott Sewell

Nice work, Joel - Bookmarking this post for sure.

Scott Sewell

Great stuff Joel! - This delivers the good stuff.

Priyesh Wagh

Nice Post,
Actually, I have an issue deploying Access teams to other CRM instance.
Whenever I deployed, the access team subgrid did not let me add users saying that I don't have appropriate permissions (where I had). So, simply deleting the subgrid from the form and adding it back again resolved the issue without manipulating anything else. But that is not favorable.
Where did I go wrong?

Any idea what can be done? Thanks in advance.

Customer Effective

To avoid this happening, move the data from the teamtemplate entity to your other instance, including the GUID (ID). The problem you saw was the subgrid references the GUID of the access team template, and since that template ID does not exist in the new org, it cannot find it. By first moving the team template records, including the ID, you will be able to move customization between orgs.

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