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.
Hi Jfolsom,
I was facing similar issues... I created tables for all the departments. Let suppose:
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.
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?
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 117 Super User 2025 Season 2
MVP-Daniyal Khaleel 110
#ManoVerse 56
