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Hide owner teams in Assign or owner field

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Hi,

I want to give bulk users same level of security roles. Therefore, i am thinking to create owner/security team so that i can apply security roles to it and all members in that group will have same security roles applied.

However, i dont want to this team to be available in ASSIGN or OWNER field lookup. How can i achieve this.


Please guide.


Thank you !

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Hide owner teams in Assign or owner field

    HI,

    You can't really apply filtering on Owner field. But what you can do is to create a real time workflow on Create and Assign of your record to check if Team =  Your team the throw an exception.

    CR61.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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