Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Create filtered views for one user only (he will be the only one to use those customizations) RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    I'm asked to create custom views by an user. You can do it by yourself and then, those new views with defined filters will appear under 'My Views'.

    Is it possible to create those filtered views without having to go on the user computer?

    Also, I don't see those custoized views into the admin customization part of CRM.

    Can anyone help?

    Thank you

    Tuesday, April 22, 2014 11:15 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

        Yes its,to achieve your scenario create personal view yourself and then assign it to the user whom you want...

      



    • Edited by Gugan A Tuesday, April 22, 2014 12:20 PM
    • Marked as answer by sn1b Friday, June 27, 2014 5:22 AM
    Tuesday, April 22, 2014 12:19 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

        Yes its,to achieve your scenario create personal view yourself and then assign it to the user whom you want...

      



    • Edited by Gugan A Tuesday, April 22, 2014 12:20 PM
    • Marked as answer by sn1b Friday, June 27, 2014 5:22 AM
    Tuesday, April 22, 2014 12:19 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Personal Views are not shown as part of the customizations; you need to use advanced find to share them. Check this blog

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Tuesday, April 22, 2014 12:41 PM
    Tuesday, April 22, 2014 12:40 PM