Pages

Thursday 19 July 2018

{Know-how} D365 Advanced Find - Query users based on team - Createdby/owner/modifiedby Team




In dynamics community forum, I came across an interesting querying scenario using advanced find, the requirement is to query all leads created by a team. As we all know, all records in CRM are created by user and user is a team member in a team . Lets see how to query the same using advanced find


Advanced find => select leads in look for =>In query builder select field/related => select related "Created By(User)" => under "Created By (user)" select related "Teams" => Under "Teams" select field "Team" => select the team as your value with operator "Equals"


Hope this helps!

No comments:

Post a Comment