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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Share a personal or System View

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Posted on by 365

Hi,

how can I share a personal view that I've created on Dynamics CRM (online)?

And a system view?

I found a Share button on Advanced Find , but it's disabled:

share-button.png

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    Please refer to this blog: ledgeviewpartners.com/.../

    It explains in detail how to share a view with other users or teams.

    Good Luck !!

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Joel,

    This share button is to share the records displayed (it would be enabled when you select one or more records in the result list).

    For system view:

    The system view is displayed to all users.

    For personal view:

    A personal view can only be viewed by the user who created it, you would have to save the Advanced Find query as a Personal View and then Share that view to others.

    Security Roles required(Settings > Security > Security Roles):

    •    ‘Create a View’ privileges
    •    Saved View: Share Privilege

    pastedimage1634795762668v6.png

    pastedimage1634795560572v5.png

    1.Save the Advanced Find query as a Personal View.

    pastedimage1634795429628v4.png

    2.Select the personal view you just created.

    pastedimage1634794371717v1.png

    3.Click the Saved Views button.

    pastedimage1634794432983v2.png

    4.Check the view and the share button will be enabled.

    pastedimage1634794462136v3.png

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