Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE, but they belong to different Sales Territories. By adding the Territory (lookup) field to the Opportunity entity (if you’re using Portal, it’s already available: adx_TerritoryId) we’re able to add a dynamic view that is based on the Territory of the Current User. In the Organization Information section on the User form, we can set the User’s Territory.
Add the dynamic view that is based on the Territory of the Current User. Set the Filter Criteria like this:
Make the Territory (lookup) field available in the Opportunity form and/or related Business Process Flow and publish the customizations. Set the Territory of the (test) User(s) and test the view.
You can compare the list of Opportunities with the related Opportunities of the Territory.
You could do this for Leads as well if you like.
I realized it’s also possible to make use of the indirect relationship between Opportunity and Territory to create these views without the need of adding a custom Territority field to the Opportunity entity. It depends on the configuration and way of use of the system if this can/will work.
The selection can be based on:
Territory of current user is equal to the Territory of the Owning User of the Opportunity records.
Or Territory of current user is equal to the Territory of the Potential Customer (Account) of the Opportunity records; Territory is an out-of-the-box field on the Account entity but standard not on the form.