web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter criteria which ...
Microsoft Dynamics CRM (Archived)

Filter criteria which will return all accounts of business unit and all child business units

(0) ShareShare
ReportReport
Posted on by Community Member

I'm new to CRM and have been losing my mind trying to figure out a problem that seems so SIMPLE that I must be missing something. All I want to do is create a system view with a filter criteria which will return all the accounts of the current users Business Unit and all the accounts of Child Business units. Currently, we have organizational read access on Accounts so I want a view which will show only my BU and all child BU’s (which can be 5 tiers deep).

 

The following is the best I could get to date which only returns 2 tiers current BU and one child BU. 

2287.BU.PNG

Please tell me I'm missing something simple ...

*This post is locked for comments

I have the same question (0)
  • KG_CRM Profile Picture
    KG_CRM on at

    Hi JRay101,

    Are you just trying to Apply a filter for a lookup field, or do you want to create a view that can be selected from the Accounts main page or the 'Look Up More Records' window?

    I tried creating a view using the Advanced but only accomplished as much as you had.  To do what you want might require some JavaScript code or a plugin.  If you just want to filter a lookup, you can follow examples like below.  I've used these JavaScript functions myself.

    www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter

    www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

    www.nalashaa.com/filtered-lookup-dynamics-crm-2013

    If you want to create a View that can be selected, I did find www.credera.com/.../crm-2011-creating-view-records-shared-user but I have never used or tested this myself.

  • Community Member Profile Picture
    Community Member on at

    Thanks for the reply KG_CRM!

    What I'm looking to do is create a new system view selected from the Accounts main page.  I was hoping this would be a simple filter. Like maybe use the default teams entities which are created with the business units?  However, you maybe correct and it may only be achievable via custom code :(

  • KG_CRM Profile Picture
    KG_CRM on at

    I'm only a CRM amateur so hopefully one of the experts here knows of a better solution for you.  Good luck.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans