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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is it possible to list...
Microsoft Dynamics CRM (Archived)

Is it possible to list all records assigned to a particular user?

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Posted on by CABNZ 35

I know how to use Advanced Find to list all records of a certain type which are assigned to (i.e. where the owner =) a particular user, but is it possible to produce a complete list of all records assigned to a particular user without having to run a view for each record type?

We are using CRM 4.0

Thanks

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    Community Member Profile Picture
    Community Member on at

    Hi CABNZ, good morning

    My name is Andrés Guzmán, I'm glad to help you.

    For your request you need to créate a custom report to have this information in a document.

    Through the Advance Find is not posible.

    Remember, for your custom reports to use the Filtered Views.

    Creating Custom Reports for CRM 4:

    Video:

    How to: blogs.msdn.com/.../how-to-creating-custom-report-with-microsoft-dynamics-crm-2011-bids-fetch-extension.aspx

    Regads,

  • CABNZ Profile Picture
    CABNZ 35 on at

    Hi Andres, thank you for your reply.

    I looked at the YouTube video and it seems I would need to use Visual Studio to create a custom report on CRM 4? After viewing this and reading the blog post which you linked to, I've concluded that I do not have sufficient access to create custom reports - it would have to be done by the softward company which installed CRM for our organisation. We are only able to create reports using Report Wizard.

    Thanks again.

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