Linking Team,Role and User RRS feed

  • Question

  • I have a requirement in my CRM deployment.
    I assign multple team members to multiple teams and same member could be a part of multple team. But the role of this member wll be differrent in teams. . For e.g I have Team A and Team B. User X is a member of Team A and User Y is a member in Team B. User Y is also a member in Team A. in Team A , User Y 's role is Team Lead and in Team B he s Manager. I have been trying to do this through relation ship but. nothing s working out. Even i tried creatng a new entity and try linking all three. I created lookup for User , team and rol n the new entity. But value filterd n the lookup is not getting filter. Can anybod come across such scenario?
    • Moved by Mathias Schiffer Monday, June 8, 2009 9:11 AM English Language Post (From:Microsoft Dynamics CRM)
    Monday, June 8, 2009 5:26 AM

All replies

  • Depending on how many teams you have, and if you don't find a better solution and depending on your specific reporting requirements, you could create a picklist for each team on the user record listing the possible roles.

    Leon Tribe
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    • Proposed as answer by Leon TribeMVP Monday, June 8, 2009 8:06 PM
    Monday, June 8, 2009 8:06 PM
  • Hi,

    I might be miss-understanding something but I think you could create a linker entity for the role on team and the link the User, Role on Team and Team as follows.

    User <---1:N---- Role on Team ---- N:1 ---> Team 

    On the Role on Team entity you could add a drop down list with the possible roles, and the lookups for the User and Team.

    That way from a user record you could find the related view of Role on Team records indicating on what Teams the user is and what are his roles. And from a Team you could have the related view of Role on Team records indicating the Team Members and roles.

    I think that this should do the trick, hope it helps.

    Marco Amoedo - http://marcoamoedo.com
    Monday, June 8, 2009 11:32 PM
  • Hi Marco and Leon,

    Thanks for the update.

    Marco Can you eloborate on the Relationship to be set.

    and  let me clarify  my understanding on your suggesion,

    You are suggesion would be create a new entity called 'RoleOnTeam' and add a attribute called 'Role ' probably Designation with possbile values in the Picklist. add lookup for User and Team.

    And hopefully by setting the relation ship the way you mentioned, I would be getting Team filtered based on the User I selected from the Picklist(?)

    Let me try out this.

    Thanks once again

    Tuesday, June 9, 2009 2:16 PM
  • Hi all.

    I tried creating the same based on your suggession. It doesn't wor First of all there s no filteraton happenng between Users and Teams.

    Thanks for the help anyway

    Monday, June 15, 2009 10:41 AM