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Dynamics 365 Customer Engagement (CRM) · Aug 8, 2017 · 1 MIN READ

Sharing an Advanced Find View in Dynamics 365

To share an advanced find view that you created with another user in Dynamics 365, go through the following steps.

First, create a new Advanced Find view. Click Save As:

Provide a view name:

Now select Saved Views:

Select the view and click Share:

Select a user or team and the permissions to share and click Share.:

Now when Alan logs in, he will see the saved view:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.