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Session Id : O+KfrW+TNFE2RfnOuqUi1o

Set Personal Default View in Microsoft CRM 2011 Web Client

If you are using the Microsoft CRM 2011 Web Client – one of the more useful setting is to set your personal default view.  Often times, the system default view may not be your personal preference.  Also, you may have created a personal view via Advanced Find that you would like to be the default instead.

Here is how to set your personal default view in Microsoft CRM 2011 Web Client:

  • Select your desired personal default view a CRM Entity View.  For example Leads “Leads Opened This Week”

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  • Click on the View tab and then click on the “Set As Default View

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That’s it – this will save you time on each time you access this entity view.

Frank Lee
Microsoft Dynamics CRM MVP since 2006



This was originally posted here.

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