Using Teams & Managers To Manage Records – Part Two

In Part One of this topic we looked at using the manager field on a User to allow for filtering of data, and adding users to teams to make it easier to share views, charts and dashboards. What if we want to use Teams for reviewing data and not just sharing things? And how about making charts dividing…

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Using Teams & Managers To Manage Records – Part Two

Blog Syndicated with Megan V. Walker’s Permission

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Megan V. Walker
Megan V. Walker⭐️Microsoft Dynamics CRM/D365 Functional Consultant ⭐️
I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

Author: Megan V. Walker

I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

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