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ReportView to Show Enquiries that belong to Me, or My Team of Members of my Team, Or My Team.
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Hi There,
The end goal is to View to Show Enquiries that belong to Me, or My Team of Members of my Team, Or My Team.
I have created a business unit called : DATA UNIT
Under DATA UNIT business unit created 2 teams called: DATA Offcier and Process Officer
Created security roles: Data Officer and Principal Officer and assigned secuirty roles to teams: Data and Process officers
Now i want a view: View to Show Enquiries that belong to Me, or My Team of Members of my Team, Or My Team.
Hi Yiming,
Thanks for your response, with this link:
blog.magnetismsolutions.com/.../dynamics-crm-2011-view-records-owned-by-my-team-members
can view my team - individual enquries, but i also want to view enquiries assigned to team name: Team1 from Team2 instead individual users
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