web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / view of records owned ...
Microsoft Dynamics CRM (Archived)

view of records owned by team or members of a team

(0) ShareShare
ReportReport
Posted on by jsteelecrm 365

is it possible to create a view in advanced find of records owned not only by a team but members of that team. Sometimes records are owned by the whole team until they are assigned to a team member. I need a view to see them all. I want this view to be dynamic so as you are added to the team, records you own will appear in the view.

In advanced find I choose the record I want to find, then in related records i can choose the owner or the owning team. I can't seem to do both.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    manojd Profile Picture
    manojd 1,397 on at

    In the advance find under filter area select owner as field for which you will get the option you are looking for which will help you achieve desire result

    You can refer the below url for ready reference

    community.dynamics.com/.../155523

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Take a look at the following blog post.

    community.dynamics.com/.../retrieving-all-records-owned-by-other-team-members

    You might have to make some modifications, but It should help you achieve the results that you want.

    Hope this helps.

  • simonsnell Profile Picture
    simonsnell 119 on at

    Hi

    Did you ever find the answer to this? It appears that you can do either team or team members but not both.

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans