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Hello Community!
I'm trying to add a filter to a "Check Condition" step on a workflow in CRM 2015 on-prem. The filter should read "Opportunity > Created By > Equals > Team" but I am unable to figure out how to specify a team vs. hard-coding the members of a team. I'm trying to make this filter dynamic moving forward vs. hard-coding the team members individually.
Any assistance you can provide is greatly appreciated!!!
Thanks,
- Jared
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Hello Jared
You can also look at Tenfold, a third-party application that integrates a wide range of CRMs with phone systems. There's a wide range of functions such as click to call, caller ID and others to streamline your sales call workflow. www.tenfold.com/.../dynamics
Hi Jared Moore
You are applying a wrong filter. No record in CRM can be created by a Team, it has to be created by a user. Thats why there are no options to filter it.
However a record can be owned by (owner) a Team and you can filter it like in the screenshot below:
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