Add My Territory view to Opportunities based on Current User

Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE, but they belong to different Sales Territories. By adding the Territory (lookup) field to the Opportunity entity (if you’re using Portal, it’s already available: adx_TerritoryId) we’re able to add a dynamic view that is based on the Territory of the Current User. In the Organization Information section on the User form, we can set the User’s Territory.

Add the dynamic view that is based on the Territory of the Current User. Set the Filter Criteria like this:

Make the Territory (lookup) field available in the Opportunity form and/or related Business Process Flow and publish the customizations. Set the Territory of the (test) User(s) and test the view.

You can compare the list of Opportunities with the related Opportunities of the Territory.

You could do this for Leads as well if you like.

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