CRM 2013 On-Premise > What is the out-of-the-box filter criteria for the My Team Members' Activities View?

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  Hi Viktor,

  The filter criteria for "My team member activities" is fine. In order to see activities under this view you need to be an administrator of a team. This will allow you to see activities of user who are the member of the given team.

  Or you can try using this

  

  Hope this helps!

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  Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

  • Marked as answer by viktor.j Thursday, April 9, 2015 2:14 PM

  Thursday, April 9, 2015 1:34 PM
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  Hi Abhishek,

  Thanks very much, I didn't know what that the "Administrator equals Current User" line meant. Have changed that as you suggested and it works perfectly now!

  Just one last question. Is there is a way to use a dynamic filter criteria like "Team equals Current User's Team" which I could use in a single view for all teams (have about a dozen) or do I need to create a separate view for each team?

  
  
  

  • Edited by viktor.j Thursday, April 9, 2015 2:17 PM

  Thursday, April 9, 2015 2:14 PM
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  Hi Viktor,

  I dont think you will be able to achieve this without code, these views are hard coded (Filter Criteria are not variable) in and to make them dynamic you would have to handle it through a code.

  Hope it helps!

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  Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

  Thursday, April 9, 2015 3:08 PM
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  Hi Abhishek,

  It may be an attempt in vain, but what do you think of this? Could this work if each of my user groups are in different business units and hence in different teams (e.g. user 1-4 --> eastern business unit --> eastern team | user 5-8 --> western business unit --> western team | etc.) ?

  

  Friday, April 10, 2015 8:35 AM
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  Hello Viktor,

  It should work okay. However do ensure that you add users in the team!

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  Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

  Friday, April 10, 2015 3:19 PM
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  Thanks a million Abhishek, really appreciate your help!!

  Friday, April 10, 2015 3:28 PM
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  Depending on what exactly you need to achieve, you might want to avoid using Business Units.

  For example, Alice might be a manager and is a member of a team in a different Business Unit (as well as lots of other Teams), and therefore needs to see the activities of Bob, who is in that Team, but the Team is not in the same Business Unit as Alice.

  Also, Alice will be in the default team for her Business Unit, which by definition contains all users who are in the same BU as her. This might not be ideal.

  DO NOT introduce lots of new Business Units just to separate users into "teams" - only use Business Units to create security boundaries for separate sets of records which users need different levels of access to.

  The best way to achieve what you need here would be to use something like this:

  

  You are looking for records owned by any user, who is in a Team, that amongst it's members includes the current user. In other words, "records owned by anyone who is in a Team that I am also a member of"

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  Hope this helps.
  Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
  UK CRM Guru Blog

  • Proposed as answer by Adam Vero Monday, April 13, 2015 11:03 AM

  Monday, April 13, 2015 11:03 AM
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  Hi Adam,

  Thank you for your post and sorry for my late response.

  In my scenario the users I wanted to separate are naturally in different business units and they are all on the same hierarchical level also (i.e. they are all administrators) so using the business unit as a condition works quite well for me.

  I wonder if I understand your example correctly though. If Alice is a member of multiple Teams, would Alice have visibility of all Activity records owned by Users in all Teams that Alice is a member of?

  Thursday, April 30, 2015 9:53 AM
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  The view filters would include all records owned by all users who are members of any Team which Alice is also a member of.

  It will in reality only show records that Alice has read access to, of course. The view definition does not confer any extra rights, so whether Alice has visibility of the records from another business unit will depend on her security roles. If Alice in Business Unit A is a member of a team called TeamB, in BU B, then you could assign a security role to TeamB that has BU level Read access to Activities. That way Alice will always have read access to all activities in BU B, owned by Bob and Barbara, for example. The view will then filter for only those users in the same Teams as Alice, for example Bob's activities, but not Barbara's.
  

  As your original screenshot shows, the filters on that OOB view are only for records owned by Users in any Teams that Alice is the administrator (manager) of.

  Are your records always owned by Users (which I generally recommend if possible), and not by Teams? if they are sometimes owned by users, and sometimes by teams, then you can't build a single view for both sets.

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  Hope this helps.
  Adam Vero, MVP | Microsoft Certified Trainer
  UK CRM Guru Blog

  Thursday, April 30, 2015 10:05 AM