How to find all team members associated to an individual account or contact record

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Posted on by ravibachanagiri

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Hi Everyone,

Today I was working on advance find and landed into scenario where I need to retrieve all the team members(Users)who have access to that single record(Account, Contact, Opportunity). I tried to search it online but didn't find much information. Would appreciate for the early reply.

Thank's in advance.

Ravi

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Neil Parkhurst 10,727 User Group Leader on at

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RE: How to find all team members associated to an individual account or contact record

I am sorry to say that I don't think a complete solution to your problem is possible using just advanced find.

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ravibachanagiri 185 on at

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RE: How to find all team members associated to an individual account or contact record

Many complete requirement is that on opening a account or contact record I want to show all the team members who own the record in a grid. But to create a grid and show them first need to create a view and then set it to that sub-grid.

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ravibachanagiri 185 on at

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RE: How to find all team members associated to an individual account or contact record

Thank you Mahadeo, But the problem with Access team is that you have to add or delete User manually.

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Mahadeo Matre 17,021 on at

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RE: How to find all team members associated to an individual account or contact record

Hi,

If you shared records with team members using access teams, then you can add grid on account/contact/Opportunity on form and show there which users are accessing this record.

www.powerobjects.com/.../access-teams-in-dynamics-crm-2013

but I don't think so you will able to find using advanced find.

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ravibachanagiri 185 on at

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RE: How to find all team members associated to an individual account or contact record

Unfortunaltely Mahadeo, I am restricted to Advance find.

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ravibachanagiri 185 on at

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RE: How to find all team members associated to an individual account or contact record

No Neil, my account record is shared with a team members. Its not owned by team.

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Mahadeo Matre 17,021 on at

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RE: How to find all team members associated to an individual account or contact record

If you want using code, then you can use RetrievePrincipalAccessRequest class to get user or teams has access to specific record.

for more information please check

msdn.microsoft.com/.../microsoft.crm.sdk.messages.retrieveprincipalaccessrequest.aspx

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Neil Parkhurst 10,727 User Group Leader on at

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RE: How to find all team members associated to an individual account or contact record

Is your account owned by the team? I tested this in my system and it worked when the account is owned by the team.

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ravibachanagiri 185 on at

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RE: How to find all team members associated to an individual account or contact record

Thank you Neil. I tried this but its not working out. First I tried to give individual account it didn't work then I changed the last condition to Account contains Data. Even then it didn't.

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Neil Parkhurst 10,727 User Group Leader on at

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RE: How to find all team members associated to an individual account or contact record

Try this .... it lists all users that are in the team owned by the selected account.

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