Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
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.
Business Applications communities