PDQ in CRM 2011

Siebel CRM had an excellent concept of providing and customizing a default query that will be executed for each view. They are called Pre Defined Queries shortly PDQs. We can either have public or private PDQs

I was looking into MS CRM for similar concept and the only way is to create new views.
I don't want to create too many system views which will in turn become a management problem. (everything will be public and not all the users want to have those views)

We can however solve this problem by allowing the users to create a user view and then share it with the team. By this way all the users in that particular team will see that user defined view which they can use.
This is indeed better than Siebel solution.

You can find below on how to create a user defined view and how to share it with a team.

Use the advanced find button to create a new user saved view and save the new view.

After creating and testing the view using the Results button, click in the Saved Views button

Click on the share button to share the view with either users or teams.

Select the privileges. By default Read privileges is selected. 

Note: This still required the shared team/users have access to the entity that you are sharing. If they don't have access they cannot see it. So you cannot bypass the security layer posted by MS CRM.

Job Done

My View and My Teams View in CRM 2011

Hi,

I have been working with Siebel CRM before and I have been pretty much used to My Views and My Teams views in Siebel. (Position based visibility on records)
We used to have position (team) owned entities like Account, Contact, Opportunity and user owned entities like Activities and SR. Also in case of activities and service request quite often we need to look into your teams activities and teams requests. Although they are user owned entities in Siebel, we used the reporting logic to display this managerial view.

Similarly if we want to achieve a similar kind of functionality in CRM 2011, it's quite simple.

Use the advanced query editor to define the query as below.
Select the owner as the current user OR equal to the current user's teams

Also if you have used Siebel, when you are in Activities view, you will also see a view called "My Contact's activities" or "My Company's Activities". We can achieve the same in CRM 2011 as below. This is quite a powerful feature.

Note: Since these queries are resource intensive use with CAUTION. Use other filter conditions to filter more records. For example, I have used to filter only open activities.

See the next episode here