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

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ravibachanagiri 185 on at

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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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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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Mahadeo Matre 17,021 on at

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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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ravibachanagiri 185 on at

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

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ravibachanagiri 185 on at

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Unfortunaltely Mahadeo, I am restricted to Advance find.

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Mahadeo Matre 17,021 on at

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

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ravibachanagiri 185 on at

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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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Neil Parkhurst 10,727 User Group Leader on at

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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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