Dynamics Community Forum Thread Details

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

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

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