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

Organiational Saved Views

Posted on by 22

Hi,

We are now having to replace our personalisations for new starters with Saved Views and I was wondering if there is a way that published saved views can override the standard view or the standard view can be removed and replaced with a saved view?

Any help would be gratefully received.

Sean

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Organiational Saved Views

    Hi Sean,

    As Girish mentioned, you cannot hide or delete the standard view, but you can always use personal view and assign to users.

    You can write an idea on MS idea portal for this suggestion.

    experience.dynamics.com/.../

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Organiational Saved Views

    Hello Wolrab,

    So you are saying the new user will be only using publish saved views. You want to hide the standard view from the user, so the user cannot see the hidden fields form the standard view.

    I don't think this is possible. There is already a blog related to that post.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/422864/is-there-any-way-to-hide-or-restrict-system-standard-saved-view

    Thanks,

    Girish S.

  • WolrabS Profile Picture
    WolrabS 22 on at
    RE: Organiational Saved Views

    Hi,

    The existing personalisations will remain in place, however all new employees will have Published Saved Views to do the same thing. The concerning thing is that the Standard View allows the user to have visibility of what is being hidden in the new view. We want to be able to stop that and only allow the user to use the Published Saved View.

    Hopefully this makes sense

    Kind regards

    Sean

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Organiational Saved Views

    Hi WolrabS,

    Are you looking to delete all the personalizations?

    Can you elaborate your question?

    Thanks,

    Girish S.

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