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Customer experience | Sales, Customer Insights,...
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sharing a custom view

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Posted on by 226

I'm the cry admin and I have tried to share a custom view with another employee. It does not work, I keep getting the red cannot share message box. Any idea of what could be happening here? I know you can assign access at the moment of the share. I am working with account records. 

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    on at

    Hi TechScout17,

    Could you provide the screenshot of your error message? And follow this blog to have a try again:

    How to Share a Personal View in Microsoft Dynamics 365/CRM (ledgeviewpartners.com)

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