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Microsoft Dynamics 365 | Integration, Dataverse...
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When a new view is created under 'My View' it's visible to everybody who uses the CRM and shows under their 'My View'

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Posted on by 60

In CRM when any user creates a view by themselves, its visible to everyone. for e.g in the Project entity, there are about 30 views under My View. they all from different different users.
No one shared their own views with anyone. (I confirmed)

Please advise why this is happening and how can I stop this.

  • Ric-D Profile Picture
    Ric-D 60 on at
    RE: When a new view is created under 'My View' it's visible to everybody who uses the CRM and shows under their 'My View'

    logged onto the 'Plugin Registration Tool' any specific name I should be looking for?
    There are soo many. 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: When a new view is created under 'My View' it's visible to everybody who uses the CRM and shows under their 'My View'

    Hi,

    You need to use Plugin Registration Tool to check the plugin steps. Any developer in your team can verify this.

  • Ric-D Profile Picture
    Ric-D 60 on at
    RE: When a new view is created under 'My View' it's visible to everybody who uses the CRM and shows under their 'My View'

    Thanks,

    Where do I check plugin/automation setup.

    fyi - this is not happening to one user, there is happening to everyone. so everyone can see each others 'My View'

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: When a new view is created under 'My View' it's visible to everybody who uses the CRM and shows under their 'My View'

    Hi,

    Please check if you have any plugin/automation which shares these person views with other users.

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