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Microsoft Dynamics CRM (Archived)

to create a view so that it filters all the opportunities based on the current users territory

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we are having "Territory" lookup on opportunity form which shows all the regions like(asia, africa, etc), our requirement is that the user may belong to any one of the above territories the thing is we have to create a view so that it filters all the opportunities based on the current users territory

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    Ammar Zaied Profile Picture
    1,670 on at
    RE: to create a view so that it filters all the opportunities based on the current users territory

    Check the link please: community.dynamics.com/.../lookup-filtering-using-addcustomview

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