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Dynamics 365 Community / Forums / Dynamics 365 general forum / Accessing another user...
Dynamics 365 general forum

Accessing another users personal view

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Posted on by TedW 474

Hi,

I have just started in a new role as an analyst in Dynamics. Still working my way around it.

My question is, is there any way to access another users personal view if it hasnt been shared? She is unable to share it for some reason (I dont know the reason as I cant access the view) I have Admin permissions.

Thanks a lot,

  • varietygrant Profile Picture
    varietygrant 10 on at
    Accessing another users personal view
    Unacceptable that personal views can't be managed by admins. User leaves and you're left looking like a fool because the IP is locked away. I'm not interested in using a third party tool for such a basic omission.
     
    Is there anything on the development roadmap to remove this pain?
  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: Accessing another users personal view

    Or can you check how is she sharing? Maybe she can send you screenshot if you know how she needs to share? It's simpler than going for any solution.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at
    RE: Accessing another users personal view

    Evens System Admin cannot access other users’ personal views. That’s a limitation.

    But you can use xrmtoolbox plugin - Personal views migration to play around.

    www.xrmtoolbox.com/.../Carfup.XTBPlugins.PersonalViewsMigration

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Accessing another users personal view

    Hi Ted,

    Yes, you could refer to the following link.

    ledgeviewpartners.com/.../how-to-share-a-personal-view-in-microsoft-dynamics-365-crm

    You could also try this tool.

    archive.codeplex.com

    Hope it helps.

    Best Regards

    Leo

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,025 Super User 2025 Season 1 on at
    RE: Accessing another users personal view

    Hi Ted W,

    You can manage personal views created by users with this Plugin. Read this article for more information on it.

  • TedW Profile Picture
    TedW 474 on at
    RE: Accessing another users personal view

    Dynamics 365...

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: Accessing another users personal view

    What Dynamics Application or Product are you using so I can move your question to the appropriate forum?

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