Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Publish personalized employee self-service view to other roles?

(0) ShareShare
ReportReport
Posted on by 60

Hey everyone,

after personalizing the employee self service view, is there a way to share/publish this edited view to other roles as you can do with table views?

pastedimage1626687062180v1.png

I am not very experienced with the employee self-service, so I would be thankful for any help.

Thanks in advance and best regards.

  • Suggested answer
    zhifeng Profile Picture
    zhifeng on at
    RE: Publish personalized employee self-service view to other roles?

    Hello NaVo,

    Below article explains how to manage views/publish to others.

    docs.microsoft.com/.../saved-views

  • Suggested answer
    RE: Publish personalized employee self-service view to other roles?

    Hi Navo,

    Unfortunately, not every form/ pages support saved views. Therefore, on such pages after you have made adjustments/ personalizations, you must click Options in the top ribbon > Personalize this page > # dot menu > Export

    pastedimage1626687792174v2.png

    The exported view would appear in your downloads. Now close the dialog box highlighted above and go to System admin > Links > Setup > Personalization > Import view (on top ribbon) > User views

    Now follow the steps highlighted below-

    pastedimage1626688085789v3.png

    Now pick the role from the dropdown list which will give you a list of all the users with  that specific role. Select/ Check the users from the list and click Import.
    pastedimage1626701239753v2.png

    A pop-up with the notification update appears on the top

    pastedimage1626688252008v4.png

    Hope this helps!

    Good luck :)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans