Follow the below steps to create personal views in CRM,
Step 1: Open CRM and Advanced Find.
Step 2: Now I am going to Create a personal view for Lead Entity.
Select Look for: Lead and give your own criteria.
Here I want to show all Leads, whose Est. Value > 4,000,000.00
Step 3: Now I want to add Est.Value Column in the Results View.
- Click on Edit Columns.
- Click on Add Columns.
3. Select Est. Value. click on OK.
Click on OK.
Step 4: Click on Results.
Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.
Now we have seen a record meeting our Criteria. Now will Save this Personal View.
Step 6: Click on Advanced Find and Click on Save as shown below.
Step 7: Give some proper Name and Description to this Personal View and Save.
Step 8: This Personal View is available to see in 2 different places.
- Go to Microsoft Dynamics CRM -> Sales -> Leads and Select Views under Lead’s Home Page Grid. Under My Views, we can see all Personal Views.
2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.
We can see all Saved Views belongs to Lead Entity.
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