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Microsoft Dynamics CRM (Archived)

Advanced Find as System View

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I am building ew Dashboards for our company and want to publish them for everyone. I found out how to get the Chart as a view by importing it into the appropriate Entity, but how do I get my Advance Finds from my Views into a system view

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  • Suggested answer
    Deeps Profile Picture
    1,875 on at

    You can not export and import views like charts. You have to create System views.

  • Verified answer
    Aiden Kaskela Profile Picture
    19,696 on at

    Hi!

    You can create your views in the customizations area to make a system view, or you can share your user's advanced finds with other people ( www.socius1.com/share-your-dynamics-crm-advanced-find-views )

    Hope this helps! If so, I would appreciate if you would mark this as the verified answer.

    Thanks!

     Aiden

  • Community Member Profile Picture
    on at

    Where do you customize system views?

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    IT Savvy

    Go to the Settings -> Customization -> Customize the system and then Entities -> Choose entity -> Views

    Or you can try this method:

    social.microsoft.com/.../convertsave-as-a-personal-view-to-a-system-view

    Or you use this tool:

    mscrmtools.blogspot.sg/.../new-tool-solution-extender-for.html

    That really can help you.

    Hope this helps.

    Thanks.

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