For a variety of reasons, Microsoft Dynamics CRM Users often have the need to view data in different ways from each other. Create Personal Views is a great function to speed access to the data needed. From any entity, select Personal View from the list of available views. This opens Advanced Find with the default view settings for that entity. Modify the view as needed and Save . The new view will now be in the list of views for that entity and only visible to the user that created it. Set...(read more)![]()
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