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Customer experience | Sales, Customer Insights,...
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Convert System View to Personal View

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Posted on by 90

Is there a way to convert a system view (that I created) to a personal view?  This is to "restrict" use of the view by certain roles.  

If not, the only way to do it is to rewrite the query?  Thanks!

I have the same question (0)
  • DawnK Profile Picture
    90 on at
    RE: Convert System View to Personal View

    Thanks, I have figured it out.  Open the view in Advanced Find then Save.  It will make it a Shared View where you can then assign users/roles to it.  Very simple.

  • DawnK Profile Picture
    90 on at
    RE: Convert System View to Personal View

    Thanks, This is opposite what I was looking to do.  But I have figured it out!

  • Wei Xiong Profile Picture
    on at
    RE: Convert System View to Personal View

    Hi,

    You may refer this doc: urisharora.com/.../

  • Suggested answer
    RajarajanS Profile Picture
    on at
    RE: Convert System View to Personal View

    Hello Partner,

    There is not a way to convert a System View to a personal view for certain users. You would have to deactivate the system view and then create the query again make it a personal view. This personal view you can share it with certain users from your end through the advanced find.

    Hope this helps.

    Best regards,

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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