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Hello,
I have the following setup:
What I need:
Any insights are greatly appreciated.
Thank you for this. But, my issue is I'm only able to get results based on the owner field. What I am looking for is both owner and users associated (collaborators or sales team members, etc) to the opportunity to all show in the same view. Once I have that I will build a chart to show the number of opportunities associated to direct reports (whether assigned as a member or ownership).
I am not utilizing teams as I have different roles and associated across different opportunities. There are not static teams associated to opportunities in my case.
Hello Partner:
Hi partner,
You could refer to this picture to create the views you require through the advance find and working with the owner field.
From https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/09/27/advanced-find-operator
Hope this helps.
Warm Regards,
Raj
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