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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / can we look at the per...
Customer experience | Sales, Customer Insights,...
Answered

can we look at the personal view created by any user?

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Posted on by nidnani 285

New to CRM admin...Using on-prem Dynamics CRM 2016.

Being a system admin for the CRM site, can we look at the personal view created by any other user?

If yes then how?

I have the same question (0)
  • Verified answer
    Ali .NET Profile Picture
    Ali .NET on at

    I am not sure but you may try searching for any tool that deals with personal views in XrmToolBox.

    Download and install it from here

    https://www.xrmtoolbox.com/

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hello,

    Check this Blog: www.crmanswers.net/.../retrieve-saved-views-userquery-users.html

    You need some c# code.

  • nidnani Profile Picture
    nidnani 285 on at

    Hi Mehdi,  where to add or run this code?

  • nidnani Profile Picture
    nidnani 285 on at

    Thanks. I will take a look

  • meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hello partner,

    you can use a consoleApplication that will generate all personal views's fetchXml.

    Let me know if you need more guidance

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,603 on at

    Hi,

    From CRM UI, there is no way to see the personal view or dashboard of another CRM user.

    Ideal way is to request respective user to share views or dashboard with you. 

    If such views are being used by many or all users in business then consider them creating as a Global View / Custom view accessible to all.

    Now if the user have left the organization and you need to get their views and dashboard, you can migrate such personal things under you by referring to following code.

    https://vjcity.blogspot.com/2020/01/how-to-migrate-personal-views-dashboard.html

    Hope it Helps.

  • Suggested answer
    bravoss Profile Picture
    bravoss 155 on at

    Since you are on-prem you can query the database table UserQueryBase for Personal Views.

    something like

    SELECT UserQueryId AS 'ViewId', Name AS 'ViewName', OwnerId AS 'ViewOwnerId', OwnerIdName AS 'ViewOwner', FetchXml AS 'FetchXML', LayoutXml, ReturnedTypeCode, Description, CreatedOn, StateCode FROM dbo.UserQuery

  • nidnani Profile Picture
    nidnani 285 on at

    Thanks, Mehdi. Is there any specific appliaction for this?

  • nidnani Profile Picture
    nidnani 285 on at

    Okay, thanks will try that.

  • nidnani Profile Picture
    nidnani 285 on at

    Hi Khadim, thank you so much. This worked for me.

    Downloaded xrmtoolbox and got the tool to copy personal view of other users.

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