In Dynamics 365, “My” views show records owned by the System Users themselves. Let’s look at how you can have views that let’s you filter records based on the Owner Team which you are a part of.
Scenario
Let’s assume the below scenario in terms of Contacts entity. All users have Contacts owned by them. Out-of-the-box views show filter “My” views only by Owner field.
- Default My Active…
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Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
In Dynamics 365, “My” views show records owned by the System Users themselves. Let’s look at how you can have views that let’s you filter records based on the Owner Team which you are a part of. Let’s assume the below scenario in terms of Contacts entity.
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