You’re offline. This is a read only version of the page.
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
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.
However, you can refer following link to achieve it through using js code and web api:
Share
Report
All responses (
Answers (
271
