Microsoft Dynamics CRM (Archived)

Show only user specific team activities

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Posted on by Itz_Me_Ram

155

Lets say

User A belongs to Team X and Team Y

User B belong to Team X

User C belongs to Team X

I want to create a view to display only activities owned by users belonging to Team X and not belonging to both Team X&Y. That result set should only display activities belonging to User B&C.

I created a view but it shows activities of user A as well.

5074.Capture.JPG

Please suggest me a solution

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gdas 50,091 Moderator on at

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Hi ,

This is expected behavior as per your filter criteria , this query will retrieve all the activities which are owned by Users belongs to Team X ( User A, B and C).

You should specify team name directly in the condition as owner type like below screenshot so that activities will return only activities owner is specific team.

Hope this helps.

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Itz_Me_Ram 155 on at

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Hi Goutam,

Activities are owned by user and not team. So as per you solution, it would return '0' results as there won't be any activities. Instead i would need all the user owned activities belonging to Team X (Private) and exclude Team X&Y (Everyone).

As per this scenario, User B and User C activities should show.

Thanks..

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Adrian Begovich 1,032 Moderator on at

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Hi Itz_Me_Ram,

This is the advanced find query you will need to make.

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