Create a View Using the Hierarchy

(0) Share

Report

Posted on by Community Member

Dear Colleagues,

I want to create a view based on the My Open Opportunities. I want my sales rep to see only her deals (but not the deals where she is the member of a team), her manager should see his deals and his subordinate's deals. Sales Director should be able to see both manager's and sales rep's deals.

which is the right filter to choose? I am between #3 and #4.

1781.hierarchy-views-filters.png

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

LeoAlt 16,331 Moderator on at

Like (1)

Report

Hi partner,

You should achieve this requirement by setting security roles.

Go to Settings->Security->Security roles and set up permissions.

For example, you want the sales only see her own deals, you could create a new security role or open an existing role and find opportunity entity under Core Records tab. Then you give this role a user level permission of read, so that the sales will only see her own deals.

In the same way, you could create another 2 roles named "sales manager" and "sales director" and assign different level permissions for them.

After completing the above steps, you just need to create a view of opportunity with state "open".

You could also refer to the following links for more details.

Video of description of security roles and how to set up.

https://www.youtube.com/watch?v=I1FvMyiPByk

Microsoft Docs of security roles.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-roles-privileges

https://crmbook.powerobjects.com/system-administration/business-administration/security-roles/

Hope it helps.

Best Regards

Leo

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you, Leo! I already have a hierarchy set up. My question is more on which criteria for the filter I need to select to achieve what I want.

Was this reply helpful? Yes No
Verified answer

LeoAlt 16,331 Moderator on at

Like (0)

Report

Hi partner,

You could refer to this picture.

From https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/09/27/advanced-find-operator

Hope it helps.

Best Regards

Leo

Was this reply helpful? Yes No