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Microsoft Dynamics CRM (Archived)

export team users

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Posted on by 2,510

is it possible to export team member with different roles?

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  • ashlega Profile Picture
    34,477 on at

    Hi,

      if you wanted to export all users having a specific role which are also members of a specific team, you might use this kind of query to get the list (and, then, you might use "export to excel")

    1680.export.PNG

  • sdnd2000 Profile Picture
    2,510 on at

    but it doesn't come with team role?

  • Verified answer
    ashlega Profile Picture
    34,477 on at

    It depends on what you want to see.. If you wanted to see all teams and the roles assigned to them, you might try a report instead:

    - Include team as a main entity

    - Include roles as a related entity

    - Remove all filters

    - Group by team name

    - Add role name to the columns

    You'll get this kind of report then:

    Team 1

        Role 1

        Role 2

    Team 2

        Role 1

        Role 3

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