Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Check for User business unit assigned and team business unit

Posted on by 45

if user has already assigned business unit then, how to validate that user is been assigned to Team with same business unit

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Check for User business unit assigned and team business unit

    Hi Tejaswini,

    It is theoretically possible to use Flow. We need to create Flow by triggering the creation of the N: N relationship entity "teammembership" between User and Team.

    However, after testing, Flow did not recognize the creation and update of the "teammembership" entity. So this Flow cannot work from the beginning.

    Therefore, this may be a limitation of Flow.

    In short, the solution I can think of does not work.

    Let us see if other experts have any ideas.

  • Tejaswini Tambe Profile Picture
    Tejaswini Tambe 45 on at
    RE: Check for User business unit assigned and team business unit

    i want to set business unit of user based on teams business unit, what could be best possible way

  • Tejaswini Tambe Profile Picture
    Tejaswini Tambe 45 on at
    RE: Check for User business unit assigned and team business unit

    Hi Lu Hao,

    Yes want to send notification if user business unit and assigned teams business unit is different.

    Thanks,

    Tejaswini

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Check for User business unit assigned and team business unit

    Hi Tejaswini,

    We can use Flow to detect the business units of team and user when team is assigned to the user, but in what way do you want to reflect the result?

    Do you need to send an email to remind the user that his own business unit is different from the one of his team, or use a field to represent this result?

  • Tejaswini Tambe Profile Picture
    Tejaswini Tambe 45 on at
    RE: Check for User business unit assigned and team business unit

    ok this is after we assign user to a team, what if we want to check on assigning, like trigger workflow on assigning to team for a user. is trigger possible when user is being added to team to valid Business Unit

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Check for User business unit assigned and team business unit

    Hi Tejaswini,

    We can add the column "business unit" to the team subgrid of the user form.

    Open the User form, click the Form Editor button.

    5707.pastedimage1587977200760v2.png

    Double-click the TEAMS sub-grid to edit its properties.

    8231.pastedimage1587977575597v3.png

    Click Edit to edit the view.

    5025.pastedimage1587977623647v4.png

    We can see that the Business Unit is already in the view. Save and close.

    4477.pastedimage1587977695055v5.png

    In the form editor, save and then publish.

    Go back to User form, we can check the business unit of the user's teams through the Team subgrid.

    7181.pastedimage1587977820991v6.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans