To create a Manager Dashboard in Microsoft Dynamics 365 (MS CRM) that dynamically filters records based on the logged-in manager and their associated team, you can follow these steps.
1. Use Dashboards to display lists of records.
2. Utilize Views with filtering logic that dynamically checks the logged-in user.
3. Use User Hierarchy or Team Ownership to filter records.
Steps to Build the Manager Dashboard:
1. Design the Security Model
Ensure each manager has:
A security role that grants them access to records created by their team members.
Ownership or access to records via team membership or hierarchy.
Configure Business Units or Hierarchical Security if required.
2. Create Team-Specific Views
Navigate to Advanced Find and create views that filter records based on:
The owner’s team.
Related lookup fields that indicate team ownership or hierarchy.
Steps:
1. Go to Advanced Find (Settings > Advanced Find).
2. Choose the entity (e.g., Opportunities, Cases).
3. Define the criteria:
If records are team-owned:
Owner (Team) Equals [Your Team]
If team membership is based on users:
Owner (User) -> Teams Contains Logged-In User’s Team
Example Query:
Owner (User) -> Teams Contains Data of [Current User’s Team]
4. Save the view with a meaningful name like "Team Records for Manager."
3. Add Views to a Dashboard
Create a new dashboard:
1. Go to Dashboards (Settings > Customizations > Dashboards).
2. Click New and select the layout (e.g., 2-column layout).
3. Add List View components:
Select the views you created earlier (e.g., "Team Records for Manager").
4. Save and publish the dashboard.
4. Use Dynamic Filters with "My Team's Records"
Leverage the Current User's Team in views:
Create a system view that filters based on the logged-in user's team:
Owner (User) -> Teams Equals Current User's Team
5. Assign the Dashboard to Managers
Restrict the visibility of the dashboard to managers:
1. Go to Dashboard Properties.
2. Set security roles to make the dashboard visible only to managers.
6. Enable Dashboard Access
Ensure managers have access to the dashboard and all associated views.
Test by logging in as a manager and verifying the records displayed.
