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Microsoft Dynamics CRM (Archived)

how to edit in existing personal view?

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Hi,

How to edit in existing persoanl view in dyanmics CRM?

Thanks  in Advance!

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: how to edit in existing personal view?

    Hi,

    Assuming you want to update your own personal views. You can do that from advance find >> saved views >> select your view >> {perform you changes} >> save the view

    Refer this thread for detailed step;

    community.dynamics.com/.../97000

    Hope this helps.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at
    RE: how to edit in existing personal view?

    Hi,

    You can go to Advance find and create your query and you can save that view as "Personal View". Please see below screenshot.

    Personalview3.PNG

    After save the personal view, if you want it to edit you can edit its filter creteria and also add/remove column from it. Please check below screenshot.

    Personalview3.PNG

    If you find it helpful, Please mark as Verfied.

    Best Regards,

    Shahbaaz

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: how to edit in existing personal view?

    Hi,

    Please refer below article . Hope this helps

    www.powerobjects.com/.../modifying-view-dynamics-crm-2013-create-personal-view

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