Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM

Priyesh WaghDyn365CE3 years ago8 Views

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.

  1. Default My Active…

Continue Reading priyeshwagh777’s Article on their blog

Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM – D365 Demystified

Let’s look at how we can create a View and show records which are owned by the Team which the logged in user is a member of. Check this post!!

Blog Syndicated with priyeshwagh777’s Permission

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