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Microsoft Dynamics CRM (Archived)

Create a Report for all accounts showing owner and sales team (access team)

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Is there a way to create a report in the report wizard that shows all owners of the accounts, and who is on the sales team?

Sales Team as in Access Team

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  • Suggested answer
    Chadi Tannous Profile Picture
    1,037 on at
    RE: Create a Report for all accounts showing owner and sales team (access team)

    you have to do a sub report to do this report

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Create a Report for all accounts showing owner and sales team (access team)

    Access team don't have a direct relation to the account entity, it is just additional access to the records based on specific business criteria.

    I think is not possible to have a report to have a combine view for both.

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