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Service | Customer Service, Contact Center, Fie...
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Activity View for Team Members

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Scenario.

I have the following owner teams set up in Dynamics.

Team DOG= USERA, USERB,USERG

Team CAT= USERM, USERD. USERF

I want to create a system view in activity entity where if USERM, USERD or USERF selects "my team activities" she/he can only see activities where owner =  USERM, USERD. USERF. User will not be able to see activity for Team DOG= USERA, USERB,USERG

Thank you,

I have the same question (0)
  • Brandon Sambat Profile Picture
    on at
    RE: Activity View for Team Members

    Thank you for using the Dynamics communities.  If you have security roles setup to split access to the records for the owning team. This may help.

    pastedimage1616448865257v1.png

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