In the navigation pane, expand Entities, and then choose the entity you want to use in the team template. On the command bar, select More Commands (.). Select an environment and go to Settings > Templates > Access team templates. Sign in to the Power Platform admin center as an admin (Dynamics 365 admin, Microsoft 365 Global admin, or Microsoft Power Platform admin).

Don’t have the correct permissions? Contact your system administrator.

Follow the steps in View your user profile.

Make sure you have the System Administrator or System Customizer security role or equivalent permissions. You can add or remove team members using this list. On all account record forms you’ll see the list called “Sales team”. For example, you created a team template called “Sales team” for the account entity. After you publish customizations, the access team template is added in all record forms for the specified entity in a form of a list. After you create a team template, you have to customize the entity main form to include the new team template. For example, you can create a team template for an account entity and specify the Read, Write, and Share access rights on the account record that the team members are granted when the team is automatically created. In the team template, you have to specify the entity type and the access rights on the entity record.

A team template can be used for the entities that are enabled for automatically created access teams.

Ms access crm template