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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Advanced view
Microsoft Dynamics CRM (Archived)

Advanced view

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Posted on by Njyoti88 480

Hi,

The advanced find views not visible even after sharing it with the other user having the necessary roles and privileges.

Look forward to replies to help me sort out the issue.

Thanks

Niranjan

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I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Niranjan,

    I have a some of questions for you so that we can get further clarity on the issue.

    -Are you able to create advance find views and access them?

    -Is the issue occurring for multiple views or a single view?

    -Are multiple users seeing the same behavior?

    -What is the build number of your CRM organization?

    -Are the users assigned out of the box security roles or a custom security roles?

    -What are the steps that you are following to share the views?

    -Do you see any errors while sharing the views?

    Have fun playing around.

    Regards,

    Vivek

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi,

    The user has been assigned to have priv to see: Saved View and User Entity UI Settings?

    Thanks.

  • Njyoti88 Profile Picture
    Njyoti88 480 on at

    Hi vivek,

    Thanks for your help.

    I am attaching the snap shot where in I am able to share the view with other user.

    but still the problem persists.

    Thanks

    Niranjan

  • Royal King Profile Picture
    Royal King 27,686 on at

    Sharing with right privilege to view does not give user  to view records. Check whether  user role has at least read privilege for an entity. If user does not have enough privilege in his role then he can't view records within the view.

  • Njyoti88 Profile Picture
    Njyoti88 480 on at

    hi,

     

    look forward to your help

  • Suggested answer
    DH kumar CRM Profile Picture
    DH kumar CRM 1,345 on at

    Hi niranjan,

    I think the advanced find views shared will be visible only if they are having the same set of roles and privileges and minimum read priv. And you can also check if they are in the same business unit or across organisation user for which you are trying to share.

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