MSCRM 2016 Admin Utility – Personal Views Manager

Monday, April 11, 2016

You may have noticed that even under the almighty System Administrator Security Role, you can’t view (nor edit, share, assign or delete) other users Personal Views. Well, that’s what personal means. Via the application UI, only the view owner can manage it. This restriction can be troubling in some scenarios: A user who shared his Personal Views with other users or teams has left the organization and now no one can edit or delete these views which are irrelevant or just annoying A user has defined and shared a resources hungry Personal View which execution make the...

Microsoft Dynamics CRM 4.0 View Records Filtering

Sunday, August 14, 2011

Microsoft Dynamics CRM 4.0 View Records Filtering In Microsoft Dynamics CRM 4.0 views, you can sort records by clicking the column header. Did you know you can also filter records? I didn’t know, until last week, and this is quite embarrassing for me… It turns out that after sorting a view column by clicking the column header (and by this, selecting the column), clicking a letter in the letters index at the bottom of the grid will filter the view records which values in the selected...
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