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Microsoft Dynamics CRM (Archived)

Dynamics CRM Online: How to Find Members of Teams

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Posted on by 105

We are using Dynamics CRM Online and would like to obtain a list of all Teams and their members.  How can I do this using Advanced Find?

Thank you.

Paul

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  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    Hi,

    You cannot do this using Advanced find.

    Teams and System users has N:N relationship, and N:N relationship entity is TeamMembership which is not visible in advanced find.

    You will get Team members of single Team, but to get all teams all members, you have to use report.

    In Report you can able to show Teams and members.

  • Verified answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi Paul

    You can't do it as an Advanced Find but you could create a quick report like the following

    2017_2D00_02_2D00_14-19_5F00_22_5F00_27.png

    2017_2D00_02_2D00_14-19_5F00_22_5F00_27.png

    2017_2D00_02_2D00_14-19_5F00_23_5F00_04.png

  • Suggested answer
    PS Profile Picture
    23,577 on at

    Use the following query in Advanced Find

    0361.3.PNG

  • Paul K Profile Picture
    105 on at

    That worked!  Thanks much, Mark!

  • Paul K Profile Picture
    105 on at

    Sorry, Prashant, but that did not work for me.  Thank you very much for the suggestion, though.

  • Paul K Profile Picture
    105 on at

    Thank you for the information, Mahadeo.  I was able to obtain the team membership info by creating a report.  Thanks again!

  • PS Profile Picture
    23,577 on at

    No worries, but in your question you have asked how to advance find....

  • Maxime Tremblay-Savard Profile Picture
    on at

    Your answer was on point Prashant, it's working perfectly fine, thanks!

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