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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Issues with viewing Ac...
Microsoft Dynamics CRM (Archived)

Issues with viewing Activities of Team Members

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Posted on by Community Member

Hi all,

I'm looking for some guidance on this topic please if anyone can help.  There are three users who want to be able to view each other's Activities, so I've created a Team and added them as members.  I was hoping this would mean they could just go to Activities, then choose the system view for 'My Team Members' Activities' and see them all, but it's showing no data.  

If I create a custom view and choose the Activities owned by the three individuals then it works just fine?  So I'm missing something in the setup of the team, perhaps a Security Role maybe?

I also noticed that you can assign an activity as owned by a Team instead of an individual.  Would this have anything to do with it?  

Any help appreciated.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I should add that the Team I created is a 'Subsidiary Team'.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    You are probably not setting up the view properly. There is a difference between "Team Owned Activities" where the Owner = Team Name, and "Activities Owned By Users Within A Team" where the Owner = any user listed within that team. By the sounds of it, you want to see activities owned by users within a team. In order to do this, the levels (rows) of criteria in your view set-up should look as the following:

    Level 1: Owning User (User)

          Select

    Level 2: Teams

    Level 3: Team - Equals - *Team Name*

    Hopefully this makes sense and helps you out!

  • Community Member Profile Picture
    Community Member on at

    Also, if you assign the activity owned as a team, you have to create a different view because the owner is no longer a user within the team, the owner IS the team.

    Level 1: Owning Team (Team)

    Level 2: Team - Equals - *Team Name*.

  • Community Member Profile Picture
    Community Member on at

    Thanks JPAULSEN!

  • Trina Mans Profile Picture
    Trina Mans on at

    our contacts and accounts are owned by team s. However, activities are owne by users. Otherwise they wouldnt be able to synchronize with Outlook.

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