web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Saving Current Filters as Default Changing All Users Views

(0) ShareShare
ReportReport
Posted on by

When working within the Initial Public View, by changing views or filters and selecting the 'Save current filters as default' option, the default view is replicated across the calendar of every user. This is being done without system admin privileges. 

I was of the understanding that a user was able to save their own default view without this affecting the views of all other users? 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Shayan Soheili Profile Picture
    940 on at

    Hello Johnson,

    That is because that view is shared with everyone.

    On the schedule board, “Initial public view” is a default public view which is shared with everyone (so every modification will be available for every user) and as I know it cannot be deleted, once you delete it the system automatically creates a new “Initial Public View”. The owner of this view is SYSTEM. (you can find that through advanced find -> schedule board setting entity)

    6082.3.jpg

    3404.1.jpg

    So, the user should create its own personal Schedule board and apply the filters and modification on its own view which does not impact in other views.

    On the schedule board click on + and create a new Schedule Board, then in Share With field select Just Me then click on Add.

    At this point the user has its own schedule board view and can apply different filters at user level and the view is visible just for who is created it.

    3113.2.jpg

    6082.3.jpg

    Regards,

    Shayan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans