A company uses Dynamics 365 Sales Professional.

Create an owner team

1. Make sure that you have the System Administrator, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

2. Go to Settings > Security. In Microsoft Dynamics 365 for Outlook, go to Settings > System > Security.

3. Select Teams.

3. On the Actions toolbar, select New button.

5. Enter a team name.

6. Select a business unit. [Only for Dynamics 365 Sales Enterprise].

7. Enter an administrator.

8. Select Owner in Team Type.

9. Complete other required fields, and then select Save.

If you don’t select the business unit to which the team will belong, by default, the root business unit is selected. The root business unit is the first business unit created for an organization. [Only for Dynamics 365 Sales Enterprise]