How to Share a View in Microsoft Dynamics 365 : Ledgeview Partners

Reader
September 27, 2022
How to Share a View in Microsoft Dynamics 365
by: Ledgeview Partners
blow post content copied from  Ledgeview Partners has joined FORVIS
click here to view original post

Personal views often are created to segment or track Accounts, Contacts, Leads, and Opportunities that are important to you. Personal views in Microsoft Dynamics 365 let you see a particular set of records filtered by specific criteria. If you’re working with a project team, collaborators, or a manager, sometimes it can be helpful to share a view.

Here’s how to share a view in Microsoft Dynamics 365:

1. Navigate to the section for which the view was created (e.g., Contacts):

2. Click on the view drop-down menu and select Manage and share views:

3. You’ll see a list of your saved views. Select the ellipse button next to the view you’d like to share, then select Share:

4. On the Share records screen, you can either search for the name of the user or team with whom you’d like to share the view or you can click on the magnifying glass icon to scroll through either list:

5. Once you select the appropriate users or teams, you can grant each user or team specific permissions. After permissions have been selected, click on the Share button near the bottom.

6. Once the system processes the updates, a notification will display confirming that your changes have been saved:

That’s it – now you know how to share a view in Microsoft Dynamics 365!

What other Microsoft Dynamics 365 challenges can our team help you solve?

Take advantage of our CRM Support Services to get the help you need to solve everyday challenges and big picture concerns.

Learn More

Contact Us Today

To Learn More About Our Services

Related Articles

Read More

The post How to Share a View in Microsoft Dynamics 365 appeared first on Ledgeview Partners has joined FORVIS.


September 27, 2022 at 06:15PM
Click here for more details...

=============================
The original post is available in Ledgeview Partners has joined FORVIS by Ledgeview Partners
this post has been published as it is through automation. Automation script brings all the top bloggers post under a single umbrella.
The purpose of this blog, Follow the top Salesforce bloggers and collect all blogs in a single place through automation.
============================

Salesforce