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Microsoft Dynamics CRM (Archived)

How to turn a saved view into a system view?

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Posted on by 895

I have created a few views using "Advanced Find" and I now want to make them available to everyone, as well as viewable on the Mobile Site. I think that the best way to do this is to convert it into a regular system view, but I don't know how to easily do that, other than recreating the whole thing in the "Customizations" window. Is there a quicker way?

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    GL-23071537-0 Profile Picture
    on at
    Re: How to turn a saved view into a system view?

    Hi there,

    You cannot convert an Advanced Find view to a system view.  It would be best to recreate it.  Another option is to create a team with all users at the company and share your views with that team.  One caveat to that is that all new employees/users need to be added to the 'all users' team.

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