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Looking to change filter for a user to show all of the Account Team Roles

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Posted on by SB-14081629-0

I am new to this D365 world and hoping I could get some help.

Within the SMO - Sales Hub which was kicked off the same time as the Customer Insights - Journeys, I was able to get Account Team Roles and Assignments working and showing up properly.

I am also able to add a user to that role from the Account Team tab with no issues.

What I am having a struggle with is if I am able to modify one of the Account views (such as My Active Accounts, or My Active Accounts (Teams) or a specific custom one if need be) so that it would populate all of the accounts that they are assigned to with an Account Team Role.

Not specifically as an owner of the account which I believe is the default for the My Active Accounts view.

I have created a couple different Sales Teams to have users assigned to them so at quick glance anyone can see who they need to contact for what purpose. They also get certain permissions with these roles as well.

I am hoping I can modify or create a view so that if one of the Sales team wants to see all of his accounts he is "attached" to or a part of due to being in the role, that they can see that.

The important thing that I believe is relevant is that the owner of the account is none of these users and seems to be a bit harder to filter on from what I can see.

Any help would be appreciated!

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Dynamics 365 Sales

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SB-14081629-0 2 on at

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Looking to change filter for a user to show all of the Account Team Roles

Thank you for your response Tom!

It looked like you were on the right track but it seems within my instance the relationship is not through Connections.

The Role (From) Equals was blank and no options.

I was able to get the Related Entity to show my Sales Team Account Role I had created though...but it will not populate anything in the view even though I am on the Sales Team on a couple accounts.

So I will keep trying!

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Tom_Gioielli 1,954 Super User 2025 Season 2 on at

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Looking to change filter for a user to show all of the Account Team Roles

You can create views and filter based on related tables, which is what we will need to do here.

Open your Account filters, and remove the line for the Account owner

Add a new row, and instead of picking a specific column you want to do "Add Related Entity"

I'm not sure what the relationship you are using is, but I think it's done through connections? If so, you can see an example below. You basically need to find the relationship to the Account.

Now, you can add filters to this related entity on your view. In this case, I filtered to the Connections table, and am only showing where the role = Account Manager and the user is the Current System User (so it will be dynamic for whoever is logged in and using the view)

All told, this will only show Account records where the current user is listed as an Account Manager in the related connections table. Hope this gets you moving in the right direction!

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