Sharing an Advanced Find View in Dynamics 365

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

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