Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Workflow or flow and how to search for member of a team that is assigned to a record

Posted on by 2,641
Hello,
 
How can I go about the below:
 
- If I am the owner of the record or if I am part of the owning team that is assigned to the record, then I need to be allowed to create/edit/modify my own note
- Send and email alert to the owner of the case (including a Team if Team owned) when a note is added to a case you own
 
I have tried doing this via a workflow, but it doesn't appear I can check to see if the user is part of the owning team or not.  So then I tried doing a flow, but got lost on the condition part.
 
Any help (with screen shots), would be greatly appreciated, thank you.
 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Workflow or flow and how to search for member of a team that is assigned to a record
    HI,
    ...check to see if the user is part of the owning team or not...
    Do you mean whether a user is a member of a TEAM?
    If so, you can refer to the following link:

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans