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Customer experience | Sales, Customer Insights,...
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System View viewable by Teams

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In our previous implementation of System views; we had 12 created, one for each business unit and other system views. This created a very cluttered drop down menu when trying to select a view.

We've now moved this solution to a model driven app but would like to consolidate and have one system view for the business units but filters by Teams if possible. I created a field (let's say msdyn_teams) that is a lookup to Teams and these records will have a workflow that updates the teams. If possible, we'd like to have our users only access records within their team access.

So if there are three records:

1, 2, and 3, the Teams field on the record (A, B, and C) have been assigned like below:

Record | Teams

1 - A

2 - B

3 - B

I've assigned the User 1 to Team A and would like him to see record A but not B and User 2 has been assigned to Team B and would like him to view records assign to B but not A. What is the correct way to create a view and set the User Teams to equal the msdyn_teams field? Is this the correct approach? Thanks!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: System View viewable by Teams

    Hi RSanchez_09,

    Unfortunately, you can only select one team that you have created, can’t set User Teams to equal the msdyn_teams field?

    pastedimage1598944179491v1.png

    You don’t need new a team field, the system has one field--Owner on the form, you can use it to set view filter:

    1.The Owner field result from both Users and Teams.

    pastedimage1598944263622v2.png

    2.Set filter:

    pastedimage1598944270494v3.png

    3.Test:

    (1) TeamA has one user ‘Jamie Reding’, TeamB has one user ‘Karen Berg’.

    pastedimage1598944281483v4.pngpastedimage1598944287262v5.png

    (2) TeamA has one records and TeamB has two records.

    pastedimage1598944295193v6.png

    (3) User’s view:

    pastedimage1598944328069v9.pngpastedimage1598944369974v10.png

                                        Jamie Reding                                                               Karen Berg

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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