View showing rows my team owns

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Posted on by TonjeWaasjo

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Hi,

I need to make a view that shows only the rows in a table that are owned by my team. I have added a column to my table for owning team that is a lookup to the Teams table. But when I make a new view in my model driven app and want to filter it on my teams, I don't know what to do.

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Tables

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Microsoft Dataverse

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Drew Poggemann 9,287 Most Valuable Professional on at

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Re: View showing rows my team owns

Hi @TonjeWaasjo ,

Have you looked at utilizing the Owner field to set the team? This is the standard approach and supported out-of-the-box where you can assign an owner to the record as either a User or a Team. These are called "Owner Teams", see the following article discussing this:

Utilizing this approach will respect the security roles for the ownership of records as well.

Please check out some of the following:

https://d365demystified.com/tag/owner-team/

https://www.azamba.com/2018/05/24/how-to-create-an-owner-team-in-microsoft-dynamics-365-for-sales-crm/

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TonjeWaasjo 216 on at

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Re: View showing rows my team owns

Thank you @dpoggemann . I have seen this, but I don't know how to get to this user interface? I cannot understand the prosess where I am.

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Mira Ghaly 11,413 Moderator on at

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Re: View showing rows my team owns

@TonjeWaasjo

Try using the below Filter, I am hoping I am getting you correct

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