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Hello,
I have used xrmtoolbox to manage basic link-entity or conditions, but struggling with this scenario. Hoping it is possible.
Purpose: Need to see all accounts with any activity (activities, opportunities, secondary accounts on opportunities). However, if I am a sales team member (custom table/entity) on an opportunity, I want the same view to show me the accounts with activities of what I am associated to/a member of.
Current Setup:
Seems I need a way to group the objects associated with accounts together in an Or condition and the ownerids in an Or condition. However, when I group SalesTeam ownerid with the others it doesn't like being pulled out of the related opportunity.
Is this possible to achieve?
I have used these two links as references, but still struggling to make it work.
https://andz88.wordpress.com/2018/01/24/fetchxml-trick-cross-entity-criteria-in-a-group-filter/
Any insights would be greatly appreciated.
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