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Microsoft Dynamics CRM (Archived)

How to get a view that owner is user's team members?

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I have order entity with owner field. I need a view to select all orders that owner is the user's team members.

Thanks

Runner288 

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  • Verified answer
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    on at

    Use lots of joins to related records:

    Orders

    <whatever criteria>

    Owning User (User)

    ..Teams

    ....Users

    ....User - Equals Current User

    So this finds Orders where the Owner is a user, who is in any Team, which has a user as a member, which is me.

    This will show all Orders owned by all users in any Team that I am also in. Including Orders owned by me, unless the criteria explicitly exclude me (Owner - Does not equal current user).

    You can use a similar technique for Orders owned by all users in any Team which has as it's Team manager the current user (people who work in a team I am responsible for, rather than just a peer member of).

  • Community Member Profile Picture
    on at

    Thanks for answering my question.

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