Microsoft Dynamics 365 | Integration, Dataverse...

Filters on Views for members of a Team

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Posted on by Jimmar Tangkia

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Hi Guys,

I am trying to create a view for Cases (Or for any other entities if possible) where if the owner is part of a team (not sure which i should use if there is a group in Dynamics 365) then it would show up there.

Scenario.

Team AB = USERA, USERB

Team CD = USERC, USERD

Team AD = USERA, USERD

If I have a View for cases which the Owner is equals to Team AD, I was hoping it whould show cases owned by USERA and USERD, however when I am trying to do this it shows up nothing unless I assign it to the Team itself.

How would i be able to do it so that records (in this scenario, Cases) owned by any members of Team AD, shows up on the View? Thanks

Any suggestions on how I could achieve this would be appreciated. Thanks guys

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Yoshika Suzuki on at

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If you select "equal to the current user or user's team" in the conditional expression, the user viewing the view or the team to which the user belongs can filter the owner's records.

However, there is no conditional expression that specifies a team and filters the records owned by users belonging to that team.

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Henry J. 5,237 on at

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Can you confirm that you're trying to filter the records based on a specific team (i.e. show me only records of Team AD) AND only if the current user is a member of that team?

In that case, the below query could work:

Have you considered using security configuration to filter the other records?
For example, users could be setup to only see records that their team owns.

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