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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Ability to show Opport...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Ability to show Opportunities by Owner and Sales Team member

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Posted on by SarahC 50

Hello,

I have the following setup:

  • User assigned as the owner to an opportunity
    • The owner has a view for the opportunities they owner
  • Users associated with the opportunity using a sales team subgrid
    • The opportunity members have a view for opportunities they are a member of
  • I have enabled manager hierarchy security structure
    • That is displaying the correct number of opportunities by owners under the reporting manager(s)

What I need: 

  • A view to show the overall users on opportunities (owner and associated member)
  • Manager hierarchy to show both owners and members.

Any insights are greatly appreciated. 

I have the same question (0)
  • Suggested answer
    RajarajanS Profile Picture
    RajarajanS on at

    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. 

    pastedimage1597902599326v1.png

    From https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/09/27/advanced-find-operator

    Hope this helps.

    Warm Regards, 

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • SarahC Profile Picture
    SarahC 50 on at

    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.

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