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Microsoft Dynamics CRM (Archived)

Opportunities view filtered by logged in user's Business Unit

Posted on by 52

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

*This post is locked for comments

  • SR11 Profile Picture
    SR11 52 on at
    RE: Opportunities view filtered by logged in user's Business Unit

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

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,583 on at
    RE: Opportunities view filtered by logged in user's Business Unit

    Check out below for detailed answer

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

  • Verified answer
    MMK Profile Picture
    MMK 745 on at
    RE: Opportunities view filtered by logged in user's Business Unit

    You can find it like this 4812.Capture1.PNG

    32755.Capture.PNG

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