How to Retrieve all the Access Team Members for all Accounts in Dynamics CRM

A frequently asked question we get from users using Access Teams is: How do you join or link from the account record to the users on the account team in a query? The Access Team functionality is great, but it is not easily queried from the user interface – such as through Advanced Find. So, let’s talk about how you would do this from SQL.

Understanding CRM data structure is vital in this case. From a data structure, the following tables would be utilized:

• PrincipalObjectAccess
• TeamBase
• TeamMembership
• TeamTemplate
• SystemUser

Use this SQL Query to retrieve all Access Team Members for Account(s):

SELECT     a.Name AS AccountName, t.Name AS TeamName, u.FirstName, u.LastName, tt.TeamTemplateName
FROM         Account AS a INNER JOIN
PrincipalObjectAccess AS poa ON a.AccountId = poa.ObjectId INNER JOIN
TeamBase AS t ON poa.PrincipalId = t.TeamId INNER JOIN
TeamMembership AS tm ON t.TeamId = tm.TeamId INNER JOIN
SystemUser AS u ON tm.SystemUserId = u.SystemUserId INNER JOIN
TeamTemplate AS tt ON t.TeamTemplateId = tt.TeamTemplateId
WHERE     (a.Name = ‘Test Account’)

Note: To retrieve all accounts, remove the Where Clause

Hope this comes in handy! If you need additional tips and tricks, please feel free to check our multitude of Dynamics CRM blogs.

Happy CRM’ing!

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