Manage teams (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Organization > Teams.

Use the Teams form to create and maintain teams within your company. You can create team types, add members to teams, and assign an administrator to each team.

Tasks that use this form

Create a team

Set up team types

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter a description of the team, select an administrator for the team, and indicate that the team is active.
Team members	Maintain the list of team members for the team and select effective date options.

Buttons

Button	Description
Team types	Open the Team type form, where you can create and maintain team types.
Advanced options	Specify date options for the record. Display current – Display only current records. Display the records as of – Display only records for a specific date. Enter the date to display records for in the Date field. Display all records – Display all future, past, and current records. Display records active in the period – Display records within a period. Enter the period dates in the From and To fields. For more information about date options and effective date functionality in Microsoft Dynamics AX, see Maintain records.

Team types

Open the Team type form, where you can create and maintain team types.

Advanced options

Specify date options for the record.

Display current – Display only current records.
Display the records as of – Display only records for a specific date. Enter the date to display records for in the Date field.
Display all records – Display all future, past, and current records.
Display records active in the period – Display records within a period. Enter the period dates in the From and To fields.

For more information about date options and effective date functionality in Microsoft Dynamics AX, see Maintain records.

Fields

Field	Description
Name	Enter the name of the team.
Team type	Select the type of team.
Description	Enter a description of the team.
Administrator	Select a user to be the administrator for the team.
Active	Select this check box if the team is active.
Name (Team members tab)	The name of a member of the team.
Effective	Enter or select the starting date for when the selected person’s membership to the team begins. The default date is the current date.
Expiration	Enter or select the ending date for the person’s membership to the team. The default value for this field is Never.
Team leader	Select this check box if the team member is the team leader for the team.