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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Editing and deleting &...
Microsoft Dynamics CRM (Archived)

Editing and deleting "My Views" of Opportunities

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Posted on by Community Member

I am an old Salesforce hand but brand new to Microsoft CRM. I have figured out how to create new Opportunity views, but I don't know how to edit or delete those created views.

Also, what is the best free online training resource for Microsoft CRM?

Cheers!

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I have the same question (0)
  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Kevin,

    Views in CRM are stored as System Views (those that come in a solution or out of the box), and personal views (aka Saved Views) like the ones you create yourself. To delete a saved view, check out the steps here: dynamics.atum.com/crm-tip-delete-a-personal-view-2

    There are a ton of great training resources for CRM. I like the Microsoft Virtual Academy (mva.microsoft.com/.../introduction-to-microsoft-dynamics-crm-2013-8312) but there are a million of them.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Many thanks, Aiden!

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