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Have you been using the exciting new Access Team feature in CRM 2013? Here are some quick steps to create a view to display records where you are a member of the Access Team, making your use of them even better! The example used for this blog, is on Account records.

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First you will have to make sure you have Access Teams configured for your entity. Please reference our previous blog post here on Implementing Access Teams in Dynamics CRM 2013.

On the below Account, you will see that we are on the Account as an Access Team member:

Access Team View in Dynamics CRM
Our default view currently shows My Active Accounts where we are the Owner, but we want to also see Accounts where we are on the Access Team. You will notice that the Account above (12345 Cherrywood Lane) is not displayed.

Access Team View in Dynamics CRM

So create the view below:

ellen

  1. Look for Accounts and select a New view.
  2. Select Teams- Regarding Object ID – you will find this in the Related Options (below all of the Entity Fields which are displayed in the drop down first).
  3. Select Team Type and set the criteria to Equals Access
  4. In the next row that appears, select Users – you will find this in the Related Options after all of the Fields Options.
  5. In the next row that appears, select User from the Fields options and set the criteria to Equals Current User.
  6. Save the New View and name it whatever you please.
  7. Navigate back to the entity you created the view for and Select the View.

Since the view was created for the Account Entity, you can now see a list of all Accounts that account for Access Team membership.

Access Team View in Dynamics CRM

And there you have it. You can now see a list of records where you are on the Access Team in a quick and easy manner.

Please keep your eye out on our blog for additional tips and tricks to enhance your CRM experience, as well as for education and other Microsoft Dynamics CRM updates.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.