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Microsoft Dynamics CRM (Archived)

Show only user specific team activities

Posted on by 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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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Show only user specific team activities

    Hi Itz_Me_Ram,

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

    4353.Activities.png

  • Itz_Me_Ram Profile Picture
    Itz_Me_Ram 155 on at
    RE: Show only user specific team activities

    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..

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Show only user specific team activities

    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.

    team.png

    team.png

    Hope this helps.

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