Is it possible to create an app that filters records in Dynamics CRM based on a condition?

This page summarizes the projects mentioned and recommended in the original post on /r/Dynamics365

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  • Dynamics-365-Workflow-Tools

    Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.

    The logic below would work using share / unshare if you install Demian Ruskos workflow tools (https://github.com/demianrasko/Dynamics-365-Workflow-Tools) or with out of the box assign / unnasign if you get your business units working.

  • WorkOS

    The modern identity platform for B2B SaaS. The APIs are flexible and easy-to-use, supporting authentication, user identity, and complex enterprise features like SSO and SCIM provisioning.

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