You manage a Dynamics 365 Sales environment where users can only view and edit their own records. User2 is assisting with User1’s opportunities while…

Dynamics 365 Sales uses the Opportunity Sales Access Team template to provide access to the

opportunity record to all the users connected under the Sales team connection role category. A

salesperson who might not have access to a given opportunity record by their assigned security role

privileges can still get access when added as a sales team member from this subgrid. This allows the

sales team member users to access and work with the opportunity record in Dynamics 365 on a per-

record basis. Similarly, when an existing sales team member is deleted from the subgrid, the access

to the opportunity record granted via the access team template is also removed.

Note: Use access teams and owner teams to collaborate and share information

When to use access teams

The teams are dynamically formed and dissolved. This typically happens if the clear criteria for

defining the teams, such as established territory, product, or volume aren’t provided.

The team members require different access rights on the records. You can share a record with several

access teams, each team providing different access rights on the record. For example, one team is

granted the Read access right on the account and another team, the Read, Write and Share access

rights on the same account.

A unique set of users requires access to a single record without having an ownership of the record.

Reference:

https://learn.microsoft.com/en-us/dynamics365/sales/stakeholders-sales-team-members

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/useaccess-teams-owner-teams-collaborate-share-information