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Sharing a Saved View - Documentation?? RRS feed

  • Question

  • I have been scouring web sites and blogs looking for some good documentation on how to share a user saved view?  Even the Microsoft site doesn't seem to have anything?

    Anyone know of some good docs on this?

    Thursday, December 17, 2015 3:00 PM

Answers

All replies

  • Hello Chris,

    You can use following steps to share personal view:

    1. Open Advanced find.

    2. Select entity view of which you want to share.

    3. Click "Saved Views" button.

    4. In grid that will be shown mark with checkboxes views you want to share.

    5. Click share button and share views with required users/teams.


    Dynamics CRM MVP
    My blog

    Saturday, December 19, 2015 2:46 PM
    Moderator
  • Thanks Andrii.  Actually, I was looking for something more detailed that I could give to end-users for training purposes.  I did finally find a couple of articles that were specific to 2011, so I combined them and updated the directions to be 2015/2016 specific.

    http://www.goisc.com/blog_post/crm-20152016-how-to-share-a-saved-view/

    Monday, December 21, 2015 12:56 PM
  • Thanks Andrii.  Actually, I was looking for something more detailed that I could give to end-users for training purposes.

    I'm glad that you've resolved your issue.

    Dynamics CRM MVP
    My blog

    Monday, December 21, 2015 3:04 PM
    Moderator