web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Issue with the "Project of my team view"

(0) ShareShare
ReportReport
Posted on by 411

Hello,

My issue is for the « Project Of my teams view », it only display the projects of the manager of the team. The members of the teams cant see the  projects Where they are affected with the team.

The view filter like this : 

Project Status --> Active
Administrator of the team --> Equal to the current user 

2570.filtre-equipe.png

I have checked if there was the filter 'member of the team' = the current user but i didnt find it 


Cordially

  • Suggested answer
    Matthew Lazowski Profile Picture
    3,163 on at

    Building views is a very basic thing in D365.

    Consider taking a course 'Microsoft Dynamics 365 Customization and Configuration'.

    It covers the following topics related to views:

    Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities

    Implement entity relationships

    Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior, work with hierarchical data, configure entity mapping, create connections and connection roles

    Define and configure Microsoft Dynamics 365 fields

    Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields

    Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field-level security and security roles, use status and status reasons, identify status reason transitions

    Implement Microsoft Dynamics 365 views and visualizations

    Identify view types; create, modify, manage, and delete views; customize views; create system and personal charts; identify chart types that can be combined; use available series aggregation types; customize charts; import and export charts; create dashboards and dashboard components; customize dashboards; control access to dashboards

    www.microsoft.com/.../exam-mb2-716.aspx

    Matthew

  • Suggested answer
    Matthew Lazowski Profile Picture
    3,163 on at

    In your query, you may need to use these entities: project team, resource assignments, resource bookings.

    You can learn more about the data model for these entities here:

    docs.microsoft.com/.../reports-working-project-service-data-model

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 528 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 424 Super User 2026 Season 2

#3
CU10121822-0 Profile Picture

CU10121822-0 374

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans