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Making a "Smart view"

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Posted on by Jfolsom

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So I currently have two tables, users and documents. I am looking for a way to pull the users department and only show documents that have been identified to belong to that department. I have over 25 departments so making an individual view for each department is not something I want to do. So far I can I can only search on user name and not any other user attribute a user account has. Is this even possible or should I think of a different way to archive this.

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Jfolsom 5 on at

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RE: Making a "Smart view"

let me try and clarify my question I mean ticket not document. So when a user creates a ticket using dynamics and selected a certain department I want a view to automatically pull the current logged in users department and show what tickets have tagged their department. Does that make sense?
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Abdul Wahab 12,077 Super User 2024 Season 1 on at

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RE: Making a "Smart view"

Hi Jfolsom,

I was facing similar issues... I created tables for all the departments. Let suppose:

Department A

Department B

Configured SharePoint integration from CRM.

In SharePoint configure access according. Let's say the user of the department can see the department folder.

On creating the record using power automate I configured the appropriate folder.

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