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Microsoft Dynamics CRM (Archived)

Conditional Workflow based on users' team

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Is it possible to create a background workflow with a condition statement where you check the modifying users' team? The use case I have is:

IF Modified By (User):TEAM equals [Team A]

THEN do something

However, after I select the Modified By (User) in the condition editor the Team isn't available in the next drop down. I need to be able to check if the user is in a certain team.

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    This is because the user can be associated with multiple team hence it is not a field which you can use like Modified By (User):TEAM i.e. User & Team has N:N relationship.  If you want to check if the user is member of a team or not, you can use Dynamics 365 Workflow Tools.

    github.com/.../Check%20If%20User%20is%20in%20Team.md

    Hope this helps.

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at

    Modified by is a user lookup hence you will not get team.

    You can write a custom code where you can find a team associated with user.

  • Suggested answer
    Simon Niederkircher Profile Picture
    217 on at

    I use Workflow Tools for that. That is a collection of custom workflow activities provided by Dynamics community.

    Check github.com/.../Check%20If%20User%20is%20in%20Team.md

  • Community Member Profile Picture
    on at

    Is there a version of the workflow tools that works with Dynamics 2016 (on-premise)? 

  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    The releases page has all the versions, please download the version you want from the following link

    github.com/.../releases

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