How to Share/ Assign Personal Views in CRM?

Follow the below steps to Share/ Assign Personal Views

Click here to know, How to create Personal Views in CRM?

Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.

Open Advanced Find, Look for: Leads and Click on Saved Views.

Lead Advanced Find

Share:

1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.

Important Leads - Share

2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.

Click on Add.

Important Leads - Share saved view - Add User

3.Give the required permission on this view for the User or Team and click on Share.

Important Leads - Share saved view

Assign:

Click on Advanced Find and select required Entity under Look for and click on Saved Views.

1.Select required view and click on Assign Saved Views.

Important Leads - Assign

2.By default, Assign to is set to Me. Select Assign to User or team.

Important Leads - Assign Saved View

Add the required User or team and Assign.

Important Leads - Assign Saved View - User or team

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How to create personal views in CRM?

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. Value4,000,000.00

Advanced Find Filter Criteria

Step 3: Now I want to add Est.Value Column in the Results View.

  1. Click on Edit Columns.
  2. Click on Add Columns.

Edit Columns

3. Select Est. Value. click on OK.

Add Columns

Click on OK.

Step 4: Click on Results.

Results

Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.

Results View

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.

Save Personal View

Step 7: Give some proper Name and Description to this Personal View and Save.

Save As Personal View

Step 8: This Personal View is available to see in 2 different places.

  1. 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.

Lead Home Page Grid

2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.

Saved Views

We can see all Saved Views belongs to Lead Entity.

Active Saved Views

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