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I have a number of Advanced Find personal views that I want to save with tens of colleagues. I would rather not have to find every colleague on an individual basis during the sharing process for every view as it is so time consuming. I would prefer to be able to just apply a saved grouping of them every time (along the lines of an Outlook Distribution List) .
Is there any way to achieve this please?
CRM 2013 on premises.
you could create a team which contains the desired users. Then share your views with the team
Thanks - I missed the Team option on selecting Sharing options.
Just to add I set the views in the multi-shared dashboard to User=Current User too rather than specifying a list of all users who would be using it. This also saved loads of time.
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