As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to share the information has been leveled up to now allow users to share not just the records but also the Views and the Dashboards individually. We will look through the quick demonstration of how this can be achieved below –
First and foremost, we indeed need to enable the appropriate option to get started with this as seen below –
Go to: Admin Center >> Environments >> Pick the environment >> Settings >> Product >> Collaboration.
Simply toggle this option on and save the changes –
Once done, we are good to proceed further to see the above step in action –
You can use this on/for any entity views/Dashboards across any apps, we will do it for “Sales” in this…
Source link
More About This Author
-
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
Array
Dyn365CE26 April 2024Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM
Dyn365CE25 April 2024Understanding Key Phrase Extraction in Power Automate for Text Analysis
Dyn365CE24 April 20246 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!
Dyn365CE24 April 2024Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource
