Microsoft Dynamics CRM (Archived)

Display Record Owned by anyone in my team

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Posted on by Community Member

Hi,

I want to display all the cases that are assigned to anyone in my team in a view.

The default filter criteria only allows "Assigned to current user or assigned to current user's teams.

Is there a way add a different filter?

Thanks

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Mahadeo Matre 17,021 on at

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Hi..

you can either use filter as "equals current user's team" or you need to select individual team in filter..

When you use equals current user's team - this will select all cases assigned to user's teams.

If user is in multiple teams, then this filter will give you list of records assigned to all teams.

But if you want to select for only particular team, then you need to select that team in filter.

Hope this will help..

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BrianC 1,515 on at

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Hi Ray,

In the selection, under related there is "Owning Team"

Regards,

BC

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Community Member on at

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Maybe I was not clear,

1 - There are two users X and Y.

2 - In the view, I want to display cases assigned to X and Y. It should not matter who is logged in.

Current User's team only brings cases that are assigned to the team, not the ones assigned to individual members in the team.

Thanks

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Mahadeo Matre 17,021 on at

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try this way..

if you have two teams say A and B and x is member of A and y is member of B then you can add filter like

In this case you need to hard code team.. then it will give list of all cases assigned to A & B.. in future if create team C then you need to add C in this filter.

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Mithilesh Kumar 10,047 on at

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Hi Ray,

Couple of points

1. Create a view and choose the filter criteria for both the Users (X and Y). This is fairly easy to do. Create a new Public View and set the filter criteria as

2. Now comes the important part, any user who has Read Privilege for Business Unit / Organization level can only see the records and no other users. So if you want to show all their records to people you need to assign those people higher privilege for Read.

Hope that helps

Thanks

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Community Member on at

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Hello Ray,

Is it for CRM 2015? Does the team contains a manager or a user who is set as a manager for the concerned users?

Regards,

Shraddha

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Community Member on at

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Hi All,

From the default filters I am only able to display cases which are either assigned to the logged-in user OR assigned to the User's team (Not the users that belongs to the team).

I want All the user that belong to logged-in user's team(s) to be able to see each others cases.

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Community Member on at

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Hi Shraddha,

It is CRM 2013. Any yes we do have a manager, however I want to create this view to be accessible for anyone within the team.

Thanks

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rskadk1 886 on at

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Did you manage to solve the problem?

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Community Member on at

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Hi I needed to list all contacts in a team that have to accounts associated and built this advanced find query to filter the data.

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