Dynamics 365 Tips and Tricks - Publishing personal views

Hi,

In this post we will view the steps to publish a personalized view(s) to D365FO. For demo purpose, I am using the view created a part of post.

(+) Dynamics 365 Tips and Tricks - Creating personal views - Dynamics 365 Finance Community

Step 1: Navigate to Customers form and select the drop down of My view and select the three dots.

Step 2: Select the option "Manage my views".

Step 3: Select "My view" and click on option "Publish".

Step 4: On the "Publish view to others" dialog click on "+Add" button to add the roles. Select the role "Accounts receivable clerk". Click on publish button.

Regards,

Chaitanya Golla