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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunities view fil...
Microsoft Dynamics CRM (Archived)

Opportunities view filtered by logged in user's Business Unit

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Posted on by SR11 54

Hi,

Is there any way I can create a view for Opportunity entity that is filtered by the logged in user's Business Unit.

I am unable to add the related entity Owning Business Unit to the Advanced Filter since it's not searchable. 

Thanks,

SR

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I have the same question (0)
  • Verified answer
    MMK Profile Picture
    MMK 745 on at

    You can find it like this 4812.Capture1.PNG

    32755.Capture.PNG

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,603 on at

    Check out below for detailed answer

    https://vjcity.blogspot.com/2019/08/how-to-filtered-records-by-logged-in.html

  • SR11 Profile Picture
    SR11 54 on at

    Thank you! This is exactly what I was looking for.

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