How to delete a Saved View in Resource selection window?

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Posted on by LC-19061524-0

HI,

Does any one know how to delete a SAVED VIEWS from the following Resource selection window inside Finance & Operations of D365? Where is the delete button? Much appreciated, thanks, Linda.

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Applications and Add-ons

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André Arnaud de Cal... 290,445 Super User 2024 Season 2 on at

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How to delete a Saved View in Resource selection window?

Hi Linda,

Can you share the exact menu path of the resource overview page? In case you are not using the language en-us, the label might be a bit different. If you are using en-us as user language, this form might be part of a customization as I can't find this in any of the menus. Or is this resource overview opened from another (list) page?
Waed Ayyad 5,313 Super User 2024 Season 2 on at

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How to delete a Saved View in Resource selection window?

Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad
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Waed Ayyad 5,313 Super User 2024 Season 2 on at

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How to delete a Saved View in Resource selection window?

Hi,

Can you click on manage my views and from there you can delete it as in the below image:

Thanks,
Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue
LC-19061524-0 6 on at

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How to delete a Saved View in Resource selection window?

@Andre, the navigation path to get to the above Saved Views selection is via Capacity Overview, then the Resource selection window pops up (as shown above). I can select previously Saved View using the drop down. But when I want to delete a previously Saved view, I cannot find the delete button to do so. Thanks for your help.

Linda
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Hana Xue Microsoft Employee on at

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How to delete a Saved View in Resource selection window?

Hi,
You can also remove personalization as mentioned in this blog. Go to user option>personalization >choose page what you want to clear> click clear button. https://dynamics-tips.com/personalization-dynamics-365-finance-and-operations/

Best Regards,
Hana
André Arnaud de Cal... 290,445 Super User 2024 Season 2 on at

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How to delete a Saved View in Resource selection window?

Hi Linda,

Can you provide the menu path navigation on how to get to this form? There aren't enough details for me to know where you opened this page.

As a workaround, an administrator can go to the Personalization page in the System administration menu to find views and remove them.