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I'm looking to create a view or a report to see all internal coworkers that are also team members of the accounts I'm working. I have added myself to 10 client accounts in Dynamics and would like to extract a report showing all other internal team members that are also tied to these accounts. Thank you!
if I have understood your requirement I think you have created 1:N relationship between Account and User entity. A subgrid of users would be present on your Account form and a lookup of Account would be present on the User entity form.
You can do the advanced find as shown below to get the users associated with your account.
Hope it helps!
Please mark the answer as verified if it is useful to you.
First, we need to know how you associate the user with the account.
Is it a connection between a user record and an account record, or an N:1 relationship between the user entity and the account entity?
There are two points to confirm:
1. Does "associated with Accounts" means "connections"? like this:
2. Does “internal team members” refers to a team based on business units or a sales team based on connections?
If these two points are "#1 Yes" and "#2 team instead of sales team", then:
Since this requirement involves three entities - Account, Contection and User, this cannot be achieved through advanced find or OOB reports.
You need to use SSRS or power Bi.
Please refer to these two blogs for SSRS and Power Bi:
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This is excellent, this worked. Thank you very much!
Thank you for your help, this is great information to know. I apologize for confusion, I was referring to 'Account Team Members' of an account. Therefore, if I am a Team Member of the following accounts: Target, Best Buy, Costco, Yahoo and Google, I wanted to be able to extract all other Team Members (internal colleagues) of those accounts into one view so I can see what other colleagues have relationships with my accounts I work. I was able to get the answer I needed from this post. I will have to check out those two blogs as I think those will be helpful in the future as I'm starting to learn Power BI. I haven't really used connections before, so I will need to explore that as well. Thank you!
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