Showing posts with label Quick Tips. Show all posts
Showing posts with label Quick Tips. Show all posts

Friday, 6 August 2010

A view of records owned by the user's business unit

Bubbling something up from an answer I gave on the Dynamics CRM forums. Although it may not seem obvious within Advanced Find, it is possible to create a view that displays records owned by a user's business unit.

The following gives the contacts owned by the current user's BU - strictly it's composed as 'contacts owned by a business unit that contains the current user'

Contacts
Owning Business Unit
Users (Business Unit)
User Equals Current User