Dynamics Community Forum Thread Details

Past Records of User Who Changed Business Units

Hello all,

I am stuck on some filtering possibilities and hope someone can give me some guidance.

John Doe left the Chicago Business Unit on 12/31/17 and joined our Denver Business Unit on 1/1/18.

I have looked through business unit change help in this forum and cannot find what I'm specifically trying to do.

I DO understand the consequences of moving a user to another business unit and them taking all records with them.

I am able to assign most records like accounts and contacts to a Chicago user without issue.

The only records we would like to keep under this user are opportunities.

Therefore, I want to FILTER my Opportunity VIEWS to include all records for John Doe for the correct time period per unit.

Example: Chicago Won Opportunities for this Fiscal Year. Fiscal year goes from 6/1/17 to 5/31/18.

Can I filter this to show all opportunities that John Doe won from 6/1/17 to 12/31/17 and then change the Denver view to show the ones going forward from 1/1/18?

I guess what my long winded question is asking is if CRM can do an "IF/THEN" filter?

This is a public view that many of the higher ups view often. I'm sure it would be easier to create an entirely new personal view but I need this one to show it.

Thanks for your time.

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