Access Team View in Dynamics CRM

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Posted on by Tvin

Hi There,

We have got access team configured for Account entity. So every account can have main owner and secondary owners(access team).

I would like to create a view to display accounts which have got secondary owners including the secondary owners full name. I used the below advanced find which only displays accounts that have got secondary owners without secondary owners’ details.

Any idea how to achieve this request? if this can't be done using OOTB advanced view, I appreciate if you could please tell me on how to do so.

Thanks,

Tvin

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Community Member Microsoft Employee on at

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RE: Access Team View in Dynamics CRM

Hi there,

Check out our company, Tenfold. Our CTI solution offers important features like click to dial, automatic call logging, caller ID, among others. They also support MS Dynamics integration www.tenfold.com/.../dynamics
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Clem 2,541 on at

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RE: Access Team View in Dynamics CRM

Hi Tvin,

Here is a screenshot to retrieve the teams associated to the accounts but you can't list the users since you need to start from the Team entity

You also can create a query to retrieve all users emails associated to an account team but you can't display the account name as well ...

If you want both informations in the same place, i think you are good to open your visual studio

Clément