Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Creating a view of items assigned to a team, or members of that team

(0) ShareShare
ReportReport
Posted on by

Hi all,

I'm working on a view within Dynamics 365, where I am trying to retrieve Cases belonging to a Team, or members of the Team, using our "Assigned to" field.

I understand it is possible to list all of the users who sit within the team, but this isn't practical - due to staff turn over. I'm trying to create this filter with minimal user intervention.

As an example, lets say we have Team A, and within Team A we have users John, Jim and Jane.

I'm trying to get a view which shows any Cases assigned to Team A, John, Jim or Jane when John is logged in.

Creating a Business Unit for Team A and limiting permissions is not an option, as there might be a case where they need to see Cases from other BUs.

This solution gets close, but does not include all through assigned to Team A, only the users within the team: www.briteglobal.com/.../

It seems like a bit of an oversight that this is not obviously possible. How would a manager report on the Cases of their team, without creating a view and listing all of the users directly? If anyone has any ideas, any help would be greatly appreciated.

Thanks

Tom

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a view of items assigned to a team, or members of that team

    Hi TomKlages,

    Unfortunately, you only can filter records owned by current user or user's teams in the view, can't show records owned by other members of the team.

    Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM - Dr. Ware Technology Services - Microsoft Silver Partner (drware.com)

    However, you can refer following link to achieve it through using js code and web api:

    (+) Display records by current user and all users belonging to current user's team - Dynamics 365 General Forum Community Forum

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,969 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,842 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans