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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Publishing Views
Finance | Project Operations, Human Resources, ...
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Publishing Views

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Posted on by CU03101700-0 224
Hi, I have a recurring situation which seems fairly straightforward to process, yet nothing seems to work.  A request comes in to have access to a view so as a sysadmin user, I go into Admin - Personalization - Personal Views, copy to user the view requested.  Nothing shows.  I then try publishing the view to a role the user has (of which other users are also part of that role that have the view) and try doing it that way, still no view.
What is a tried and true tested way of getting a simple view to show up for a user?
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Dynamics 365 Finance
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,657 Super User 2025 Season 2 on at
    Publishing Views
    Hi,

    Can you tell us what form you have with what changes saved in a view? Is the view one of your personal views that needs to be copied or published? Or is it a view from another user? 
    When publishing the views to a security role, it can take several minutes before all views are copied to the users in the background. 
    Please share some more information or screenshots.

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