Share
ReportHi,
I just wanted to know how to change a personal view into a public one. I figure it can be done fairly easily.
Thanks!
*This post is locked for comments
You’re offline. This is a read only version of the page.
Hi,
I just wanted to know how to change a personal view into a public one. I figure it can be done fairly easily.
Thanks!
*This post is locked for comments
Hi Kim,
You can share your Personal View to another team or user:
www.powerobjects.com/.../creating-and-hiding-shared-views-in-microsoft-dynamics-crm-2011
www.michaelhammons.com/.../sharing-saved-personal-views-dynamics-crm-2013
Hope this helps!
Thanks.
Hi Kimberly,
Any View created from the Users Interface will be considered as Personal View and will appear in the section called My View.
This view is visible only to the person who has created it, however you can choose to share this view with other Users / Team
On the other hand
Any View created from the Customization Interface will be considered as Public View.
This will be visible to all users in Dynamics CRM
Therefore there is no way you can convert a Personal View to a Public View.
You can only go to the Customization Interface and Create a new view with the same Column and Filter. This view will then become a Public View.
Hope that helps
Thanks
#1
André Arnaud de Cal...
291,391
Super User 2024 Season 2
#2
Martin Dráb
230,445
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (
