In this two-part blog series, we’ll explore the technology that is revolutionising customer service delivery in government. In our first installment, we examine the technology transformation from the perspective of back-office processes.
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.
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:
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.
So create the view below:
Since the view was created for the Account Entity, you can now see a list of all Accounts that account for Access Team membership.
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.