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MSCRM 2015 Need help on Hierarchical Views RRS feed

  • Question

  • Hi Team,

    In MSCRM 2015 how to build Hierarchical Views. Example: User A and User B are reporting to User C. So When User C logs in, then User C should be able to see all the cases created by User A and B.

    Please help me out in this regards.

    Thanks,

    Sreenath

    Monday, March 21, 2016 11:31 AM

All replies

  • Hello,

    I'm not sure what issues you have. Create a view like it is shown on following screenshot:


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    Monday, March 21, 2016 12:20 PM
    Moderator
  • Hi,

    I tried this option before. But it was not working. I also confused.

    My configuration as follows:

    1. For User A, the manager is User C (In User Screen)

    2. For User B, the manager is User C

    Is this configuration is correct?

    Please correct me if i am wrong.

    Regards,

    Sreenath

    Monday, March 21, 2016 1:35 PM