Rajeev Pentyala – Dynamics CRM Blog

We got a below requirement

• Contacts and Users will have N:N relationship
• Create a view in Contact entity, to get ‘Contacts associated to User ‘

It’s a straight forward ask as all I need to create is a view in Contact, with filter criteria ‘Users contains data’. Isn’t it?

So I,

• Created a new N:N relationship between Contact & User.

Contact and User N:N relationship

• Create a new view ‘Contacts associated with Users’ in Contact entity and opened filter criteria.
• To my surprise, I did not find ‘Users’ in ‘Select’ dropdown -> Related Entities section.

Filter Criteria – No User in Select

Reason –

• The culprit is ‘Display Option’
• Since I given ‘Display option’ as ‘Do Not Display’ that propagated to filter, which is weird but that’s how it works.

Fix –

• To get the ‘Users’ in filter criteria provide ‘Display Option’ and Publish.

Provide Display option

• Go back to the view’s filter criteria, now you will see the ‘Users’ in ‘Select’  dropdown

Filter Criteria with Users

🙂