Showing posts with label MSCRM advanced find users based on Team. Show all posts
Showing posts with label MSCRM advanced find users based on Team. Show all posts

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!