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Advanced Find - How to verify if user is in a Team using Advanced Find RRS feed

  • Question

  • Hi,

    I have a scenario where I need to create a View that should get set of Customers (Accounts) if Logged in User is in a specific team. Is it possible to construct Advanced Find Query that checks if logged in user is in a specific team?

    Saturday, October 25, 2014 10:50 PM

Answers

  • Hi CRM Junky,

    Sometimes - you might want to display all the contacts owned by the users within current user's branch [eg. on dashboards]. In that case, you could use the following advanced find.

    The following advanced find lists all the records that are owned by users belonging to the same team as current user.

    Assumption - all users will be added into team based on the branch location, and no other team other than default team is added to current user. If there are multiple teams, a NOT IN condition is to be added under team (next to isDefault=No).

    Regards,

    Jithesh

    • Marked as answer by CRM Junky Friday, January 30, 2015 10:38 PM
    Monday, October 27, 2014 4:34 AM

All replies

  • Not easily using advanced find. This is where you can create a plugin that hijacks the retrieve request that the grid requests and check if the user is in a team and based on that team return the filtered list of accounts

    Ibrahim Sukari, Technical Consultant | SharePoint | Dynamics CRM | LinkedIn Profile

    Sunday, October 26, 2014 2:07 AM
  • Thanks for your response Ibrahim !! You said "Not easily using advanced find." Is there any difficult way though? :)
    Sunday, October 26, 2014 3:23 AM
  • Hi,

    Please see attached Advance Find image if that helps. I haven't tested it as haven't used team before but you might get an idea.

    Also, see discussion in below link if that helps.

    https://social.microsoft.com/Forums/en-US/f4240569-e5c1-4fc7-869a-2caf5f0c08b4/advanced-find-case-by-owner-team?forum=crm

    Regards,

    H.Desai



    • Edited by H.Desai Monday, October 27, 2014 12:41 AM
    Sunday, October 26, 2014 10:58 PM
  • Hi CRM Junky,

    Sometimes - you might want to display all the contacts owned by the users within current user's branch [eg. on dashboards]. In that case, you could use the following advanced find.

    The following advanced find lists all the records that are owned by users belonging to the same team as current user.

    Assumption - all users will be added into team based on the branch location, and no other team other than default team is added to current user. If there are multiple teams, a NOT IN condition is to be added under team (next to isDefault=No).

    Regards,

    Jithesh

    • Marked as answer by CRM Junky Friday, January 30, 2015 10:38 PM
    Monday, October 27, 2014 4:34 AM