Create Personal Views in Microsoft Dynamics CRM 2011

Written By: Jim Scarff

from July 9, 2013

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 a new view or any available view to be the default view by selecting the View ribbon and then the Set as Default View button.

By Jim Scarff, Express Information Systems