I am looking to find a way to create a custom view that returns Accounts or 
Orders that are in the current users Territory.  I do not see any way of 
dynamically doing this.  Any suggestions?  

Thanks
Ken 

If I understand you correctly. I believe you can use advance find to
do that. But you can only display fields from the account entities
now, the next version will give you cross entity views.

logic:

Get all of the account
in the [territory] (e.g. east coast)
owning user is [Owner of the account] (e.g. Current User)

Save your advance find.


Darren Liu, CRM MVP
Crowe
http://www.crowecrm.com

On Oct 12, 1:50 pm, Ken <K...@discussions.microsoft.com> wrote:
> I am looking to find a way to create a custom view that returns Accounts or
> Orders that are in the current users Territory.  I do not see any way of
> dynamically doing this.  Any suggestions?  
>
> Thanks
> Ken