Enhanced Group Filtering in Dynamics 365 Sources

Dynamics 365 sources under Connected Field Worker > Field Workers includes a new section called Only users from specific group(s). When enabled, this section determines which groups and users are imported into CFSWorX. (When disabled, all users and all groups of all group types will be imported.)

Filtering on resources category, organizational unit, and characteristic group types were already allowed. These fields were moved to the Only users from specific group(s) section. Filtering is now also allowed on business unit, team, and territory group types.

All group filters are now browsable. Before browsing is allowed, the Dynamics 365 connection information must first be configured and applied. Once the connection has been made, go to the Only users from specific group(s) section, select the Enabled box, find the group type you are interested in, change the dropdown from All to Specific, then use the more (…) button to select the specific groups. Remember to hit Apply when you are finished configuring all filters.