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Filter Owner field in view

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Posted on by CP-30090817-0
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. 
 
 
 
 
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Microsoft Dynamics CRM
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 7,390 Super User 2024 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 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 7,390 Super User 2024 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 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 3,452 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 7,390 Super User 2024 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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