PDQs with me and my Team members

Ever wondered how the Siebel team views are solved. Using the generate reporting relationship it creates a de-normalized table with all the reporting relationships and use this as a based to perform a query. Similar to siebel, we can do a dynamic search in CRM 2011 to perform a me and my team members query.

PDQ with team members

As you can see in the query above, you can filter first based on current users team. For this you start with normal search spec and then select the owning user entity and then it's team and set the "Is standard" option to false and select its users entity and set the user like current user.

1. Owning user

2. Team - Set "Is standard" to No

3. Users - User like "current user"

Note:. This is a performance instensive query. Use with caution.

For Manager views, use the below query
1. Owning user
2. Team - Manager like current user

Note: This is a manager only view. Comparitively the performance is great with this query.

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