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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filter Owner field in ...
Customer experience | Sales, Customer Insights,...
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Filter Owner field in view

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Posted on by CP-30090817-0 10
Hi! I want to filter in Dynamics 365 Customer Service the Owner field located in All Cases view, it's the default Owner field, no customizations applied. I know it uses the All users view as data source for filtering, but that is managed, so it doesn't accept customizations. 
 
I tried inactivating the All users view and created another custom one to set as default, but is still giving me the same user list as before.
I need some help please. 
 
 
 
 
Categories:
Microsoft Dynamics CRM
  • CG-05110849-0 Profile Picture
    CG-05110849-0 2 on at
    Filter Owner field in view
    Hello CP-30090817-0! If I understand right you wish to filter the values from the owner field that are present in the Filter By option in a view. I encountered the same problem. Unfortunately filtering the User Lookup view works only for the fields inside a form, not for that specific column from the view. Please do tell if you find any solution!
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    Filter Owner field in view
    Then what is the issue that you are facing? Does users are not visible in the filter ?
  • CP-30090817-0 Profile Picture
    CP-30090817-0 10 on at
    Filter Owner field in view
    Hi Amit! My issue is with the "Filter By" function that opens from Owner field, not the filtering for All Cases view. I need to edit what users are shown in that Filter By option in the screenshot. 
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    Filter Owner field in view
    Can you try to add a filter condition on the view as Owner = current user. Then It will only show records own by current user or logged in user.
  • CP-30090817-0 Profile Picture
    CP-30090817-0 10 on at
    Filter Owner field in view
    Hi Muhammad, unfortunately I already tried the User Lookup View , but that is used by the Owner field inside a form, not the one on a view, which is my issue atm. That's why I was asking how to edit the All users view, seems like that one is being used in the view. I am Sys Admin in Dynamics.
    The ideal filtering would be to leave in the list just the users that own Cases, but first I just want to see that I can apply any sort of filtering.
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,466 Super User 2025 Season 1 on at
    Filter Owner field in view
    Hi There,
     
    This thread provides answer your requirement:
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,089 Super User 2025 Season 1 on at
    Filter Owner field in view
    Are you admin ? And if yes then what filters do you want for a view.

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