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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to delete a Saved View in Resource selection window?

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Posted on by 6
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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  • André Arnaud de Calavon Profile Picture
    303,314 Super User 2026 Season 1 on at
    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.
  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at
    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
  • LC-19061524-0 Profile Picture
    6 on at
    @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
  • Suggested answer
    Waed Ayyad Profile Picture
    9,066 Super User 2026 Season 1 on at
    Hi,
     
    Can you click on manage my views and from there you can delete it as in the below image:
     
    How To Use Saved Views: D365 Finance and Operations – Dynamics Tips
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Waed Ayyad Profile Picture
    9,066 Super User 2026 Season 1 on at
    Hi,

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

    Thanks
    Waed Ayyad
  • André Arnaud de Calavon Profile Picture
    303,314 Super User 2026 Season 1 on at
    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?

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