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How to share a view with other user? RRS feed

  • Question

  • I have created a view in activities.

    Please tell me how to share a view with other user?


    spkh
    Wednesday, December 21, 2011 5:42 AM

Answers

  • Hi spkh,

    how do you add the query using fetchxml or query designer.

    First time I also face such kind of issue so I share my first experience with you to get idea how to do this.

    create view : settings > Customization > Entity > View

    after browse to the relevant entity I navigate to the saved view using Advanced find then create new query using query designer and save as it with the same name of my view. Then go to the saved view it appears in the list. then the process is the same way mentioned in the blog. try out this.



    • Edited by Gihan Lakmal Wednesday, December 21, 2011 6:21 AM
    • Marked as answer by spkh Wednesday, December 21, 2011 7:04 AM
    Wednesday, December 21, 2011 6:14 AM
  • Hi spkh,

    If you create view in following path it categorized under the system view

    settings > Customization > Entity > View > New

    but by default this view create under the organization level so it visible to the every user of the organization but do you want to share view among with the users you must create personal view and share it that's the reason your view not visible in the saved view.

     

    • Marked as answer by spkh Wednesday, December 21, 2011 7:04 AM
    Wednesday, December 21, 2011 6:58 AM

All replies

  • hi spkh,

    you can do it in following way,

    1. workplace > activities > advanced find (in activities ribbon)

    2. in pop up window go saved views

    3. share view among users

     

    for more details go to this link : http://community.dynamics.com/product/crm/crmtechnical/b/xrm/archive/2011/09/19/boost-collaboration-by-sharing-saved-views-in-crm-online.aspx

    • Proposed as answer by D kay Wednesday, December 21, 2011 7:09 AM
    Wednesday, December 21, 2011 5:57 AM
  • @Gihan

     

    I tried in this way only but I didn't find my view in saved views tab.


    spkh
    Wednesday, December 21, 2011 6:05 AM
  • Hi spkh,

    how do you add the query using fetchxml or query designer.

    First time I also face such kind of issue so I share my first experience with you to get idea how to do this.

    create view : settings > Customization > Entity > View

    after browse to the relevant entity I navigate to the saved view using Advanced find then create new query using query designer and save as it with the same name of my view. Then go to the saved view it appears in the list. then the process is the same way mentioned in the blog. try out this.



    • Edited by Gihan Lakmal Wednesday, December 21, 2011 6:21 AM
    • Marked as answer by spkh Wednesday, December 21, 2011 7:04 AM
    Wednesday, December 21, 2011 6:14 AM
  • @Gihan

    Ok and how to make a view as system view?


    spkh
    Wednesday, December 21, 2011 6:26 AM
  • Hi spkh,

    If you create view in following path it categorized under the system view

    settings > Customization > Entity > View > New

    but by default this view create under the organization level so it visible to the every user of the organization but do you want to share view among with the users you must create personal view and share it that's the reason your view not visible in the saved view.

     

    • Marked as answer by spkh Wednesday, December 21, 2011 7:04 AM
    Wednesday, December 21, 2011 6:58 AM