Workflow check condition based on record owner's team membership

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Posted on by Terry A

I am trying to create a check condition in a workflow that is triggered on change of a field within a Case record.

I want the check condition to allow the workflow to proceed only if the Query record owner (the user) is a member of either Team A, Team B or Team C.

I can list all individual team members in the check condition, but that is time consuming and requires updating every so often. I can't use the 'Owning team' choice as this only works if the team itself owns the record, rather than an individual.

I have tried this both in the classic Dynamics background workflows and with MS Flow, but simply cannot seem to make the link between the Case record, the owning user and the owning user's team.

Any suggestions are appreciated.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Maybe you can try to use workflow Tools, it has one tool:Check If User is in Team

This step is very usefull to check if the user that initialized the Workflow execution, is a mamber of a specified Team.

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Check%20If%20User%20is%20in%20Team.md

Or you can try to use js or power automate to check it:

Perhaps you could refer to my response under a similar question earlier:

User and Team are N:N relationship, which means that one user can be associated with multiple teams.

Workflow Tools add-on can make you check if the user is member of a team or not, but it needs you input team manually.

If you want to list all teams related to the user directly, workflow can't achieve it, you need try to use js or power automate to retrieve all related teams.