Enable smarter selling with embedded AI
Focus on the right customers, build trusted relationships, and take swift action with a solution that unifies relationship data and provides contextual AI-driven insights.
Dynamics 365 2019 release wave 2 plan Discover the latest updates to Dynamics 365.Release Plan | Weekly Deployment Notes
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants.Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements.
ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Talent TechTalks
Hi All -- When a quote has been shared with me, I am unable to see it under My Quotes. Is there a way I can create a view to display only the quotes that have been shared with me?
You cannot get the shared records in a View, because the entity where this information is stored is not available for Advanced Find.
There are other ways for finding shared records. Multiple blogs can be found.
Regarding finding shared records:
Regarding the entity where the share information is stored, you can find some relevant information in these blogs:
Hope this helps a little
Thanks -- will review these and see what can be done.
Business Applications communities