Company Blog November 2015

In a recent post we showed how to retrieve all the team members of a particular record. This was different then using the default My Team Comments view, and we showed the relationship that is needed.

In this post we will show how to implement that same query using C# code. This can be used from within a plugin or a custom application that uses the CRM SDK. 

We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.

We recently got into a situation where a client wanted to have a view that will display all the records of all the users that belong to the same team as the logged in user. Originally we thought it would be easy, but it happens to be slightly more complex.

The first thought of course is to modify the "My Active Comments" view to include both Owner Equals Current User and Owner Equals Current User's Teams, but that of course will only retrieve the records that are owned by the logged in user or the actual team, not the team members.