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Is there any way to display the team name as a column (on 2011 CRM)

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Posted on by Community Member Microsoft Employee

I am looking to have the team name as one of my columns, so it shows me the various team's opportunities and activities. I have a custom view which displays each team members information but I am looking to do a team comparison.

Thanks,

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gdas 50,085 on at

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RE: Is there any way to display the team name as a column (on 2011 CRM)

Hi ,

Make sure the Opportunity records owned by Team so that it will display the team name .
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RaviKashyap 55,410 on at

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RE: Is there any way to display the team name as a column (on 2011 CRM)

Then change the Record Type from owning team to Owning User and then use Business Unit from the field.
Community Member Microsoft Employee on at

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RE: Is there any way to display the team name as a column (on 2011 CRM)

Thanks for the reply, the ownership is under the user who belongs to the team.
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RaviKashyap 55,410 on at

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RE: Is there any way to display the team name as a column (on 2011 CRM)

Hi,

You should be able to select the team name from the related record. Refer below screenshot-

Hope this helps.