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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / View on Opportunities ...
Microsoft Dynamics CRM (Archived)

View on Opportunities where user is owner AND in sales teams

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Posted on by Mick_4711 552

Hi together,

I tried to solve a problem, but didn't get a solution for this.

I want to build view to use it in users' dashboards

So, I want to list all opportunities the current user is related to - as an owner AND as a member of Sales Teams within the opportunities.

Could anybody help me with this? This would be awesome!

Best regards

Mick

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  • Suggested answer
    bac26 Profile Picture
    bac26 2,268 on at

    What happens when you put Owner = current user and then

    Teams (regarding)

    Team Equals "value"

    this should work for you

  • Mick_4711 Profile Picture
    Mick_4711 552 on at

    hey bac,

    thanks for answering.

    unfortunately it doesn't work.

    we are not working with owner teams - we are working just with access teams.

  • Mick_4711 Profile Picture
    Mick_4711 552 on at

    Sorry for asking... But does anybody have another idea?

  • Mick_4711 Profile Picture
    Mick_4711 552 on at

    Woooohoooo! Found a solution for this.

    After a while I found the View Designer of Xrmtoolbox and created the wanted view successfully and made it accessible in CRM.

  • bac26 Profile Picture
    bac26 2,268 on at

    Nice going.. 

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