Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Sharing Personal View

$
0
0

Hi, all -

I would like a sales person to be able to create personal views and share them as needed.   I looked online on how to do this and found that the user had no ellipsis on her command bar when the saved view was open.  WIthout it, I couldn't  access the ribbon that would allow this sharing.     I find that in going into the security roles area, I am not able to increase the privileges for "Saved View" entity in Core Records beyond "User" no matter what security role was involve, including system administrator.   I don't know if this is related.   

Please help me in allowing a user to share a saved personal view.   Any help will be appreciated.


I'm using CRM 2015 online.

Paul


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>