Sharing Advanced Find Saved View

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Posted on by Njyoti88

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Hi All,

Some of the user are not able to view the shared saved views from advanced find of any entity. All users have basic role assigned but some users have manager role. Sharing needs to happen among these users. My implementation of CRM contains several customized entities . When any user tries to share a view, following options are presented -

When a user tries to open a saved view shared by another user, he/she is presented with following message -

I cannot figure out why sharing fails. Kindly provide any suggestion or solution.

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Nikhil Kumar Das 680 on at

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Hi,

Have you gave the users access to vies through teams ?

If you have given access to the users via Teams, make sure the security role of team has the access to the views.

Check out this post : www.powerobjects.com/.../creating-and-hiding-shared-views-in-microsoft-dynamics-crm-2011

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Njyoti88 480 on at

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Hi Nikhil,

I am using customized version of MS CRM4.0. Will the mentioned steps in the link work for CRM 4.0 as steps are mentioned for CRM 2011 ?

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Nikhil Kumar Das 680 on at

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Yes it will work. We can share personal views and advanced find views to users via Teams irrespective of any version of CRM

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Community Member on at

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Could you please post filtering conditions for the view? Does it include a filter by Teams? If yes, please make sure that the user is included in several teams (a default Business Unit Team and any other Custom Team). There was a bug in CRM 2011 associated with Teams filtering...

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Prati 980 on at

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Hello Njyoti88 ,

Thank you for the post . Please refer to the link for steps :

1. rc.crm.dynamics.com/.../source_view_share.htm

Thanks and Regards

Prashant T

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Mithilesh Kumar 10,047 on at

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Hi,

1. Sharing is not failing if the user can see the View name in the list of My Views for that Entity.

2. Then to access the shared view you need to have Security Roles enabled for Saved View under Core Records Tab.

3. To view the records in that view you need to have Read Access to the Entity.

Therefore modify your Security Roles to incorporate above points.

Hope this helps

Thanks

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Royal King 27,686 on at

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If you think user has right privilege i would suggest enabling trace in the server and that will provide more information about any issue in showing the saved view.

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