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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!
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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
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.
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