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Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to remove a personal view if you do not have system admin rights in CRM

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How to remove a personal view if you do not have system admin rights in CRM.
 
I have basic rights and I am not able to remove a personal View, when I manage my views?
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    Make sure that the security roles you assign have privilege to delete personal views.
    You need to enable 'delete' privileges in the Saved View.
    --Go to the Core Records tab of 
    --Saved View needs to have Create, Read, Write, Delete, Assign or Share enabled depending on the requirement
    --Make sure that 'Delete'
    Note:
    Only the owner of the personal view record or the user who has created the personal view can deactivate or delete any personal view.
    Once a personal view is deactivated or deleted, the view will be unavailable to all those users to whom the view have been shared.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?

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