Create An "Opportunity of my Team" view

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Posted on by Junior Consultant

I am using Position Security Hierarchy. I would like to create a view where I can see all the Opportunities of all the members of my Team, ie, all Users who fall under me as I have a Position higher than them. The depth Level is 5. How can I do this?

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Sid07 285 on at

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RE: Create An "Opportunity of my Team" view

Hi,

You may try to use the below query of reporting hierarchy. that will show you the records of user below you:

Hope this solves your problem
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Sindre Wetting on at

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RE: Create An "Opportunity of my Team" view

If you have a sales team you can create a new view for opportunites where

Opportunities

- status Equal Open (or whatever filters you need)

- add related entity Owning User (User)

- add related entity Team

- Team Equal "My Sales Team"
Junior Consultant on at

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RE: Create An "Opportunity of my Team" view

This is okay, however, I am more concerned with creating a view where I can only see the Opportunities of my members, eg "Opportunities of My Sales Team" view.....how can I create that view?
manojd 1,397 on at

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RE: Create An "Opportunity of my Team" view

Hi,

suggest you visit this URL & see if helps you

technet.microsoft.com/.../dn832142.aspx