RSMUS.comRecently one of our Denver Microsoft Dynamics CRM clients asked if it was possible to see a comprehensive list of teams and the users associated with each team . The team entity can be very powerful and far reaching in Microsoft Dynamics CRM as it help aggregate users and permissions. Teams can be associated with security roles and field security profiles, and they can now be setup as Access Teams.
Currently there are a couple of places to see the association between Teams and Users. When you navigate to the Team record in Dynamics CRM, you will see a list of associated Users.
When you navigate to a User Record, you will see a list of Teams for which the User is associated.
Both of these methods only provided a subset of the information concerning Teams and Users. To get the complete view of Teams and User, a simple report was required. We went ahead and built a simple Advance Find in CRM against the user record, being sure to include the related columns from the team entity.
Next, we took the code and dropped it in as the dataset in Visual Studio and built a matrix using the new dataset. One limitation of starting with the User is that the report will only show teams that have members associated with them. The work around for the limitation would be to create another dataset and associate them in Visual Studio using the Team ID.
We spent a little time making the report look a little prettier by adjusting the colors, highlighting cells containing data and adding a total row.
Utilizing the report, our client was able to quickly see who was missing from each team.
This a good example of some of the development work RSM can do in Dynamics CRM. Our consultants have both business and technical skills to help you configure Dynamics CRM according to your unique needs. If you have questions about this or need other support services for Dynamics CRM, contact our professionals at crm@mcgladrey.com.
By: Seth Bacon – Colorado Microsoft Dynamics CRM partner
Seth Bacon
As one of RSM’s Consumer Products industry senior analysts, Seth's job is to understand, forecast and communicate economic, business and technology trends shaping the businesses we serve. Seth has more than 10 years of experience serving clients across the country by providing industry- specific insights and thought leadership focused on digital transformation. Seth works with a variety of clients in the consumer products industry helping them focus on acquiring and retaining customers through data driven insight. Seth's primary focus is on architecting and delivering technology that is intuitive using relevant, real-time information so that individuals can make informed and data driven decisions. Seth consistently works with clients to deliver processes and technology improvements that assist in their technology journey. Seth also helps companies with user adoption through organizational change management and through hands-on training.