Dynamics 365 CommunityForums Sales forum Timeline Personal Sett...

Timeline Personal Settings

(0) Share

Report

Posted on by SSamp

On a record Timeline, there is the option to set filters. For some Users, under the [3-dots] More Commands, the dropdown shows Personal Settings with the option to 'Remember my filters'.

But for other Users, this Personal Settings option is not available.

How do we get all Users to have the Personal Settings option?

Categories:

Accounts or Contacts

Other

Quotes / Orders / Invoices

Leads or Opportunities

All responses (1)

Answers (0)

Suggested answer

Haig Liu Microsoft Employee on at

Like (0)

Report

RE: Timeline Personal Settings

Hi SSamp,

According to the documentation:

https://learn.microsoft.com/en-us/power-apps/user/add-activities#save-filter-settings

If you have a system administrator or basic user role, Remember my filters works by default. If you don't have either of these roles, you must have Create/Read/Write privileges to be added to the msdyn_customcontrolextendedsettings entity for the setting to work.

Giving Permissions: