How to share Personal Views in Microsoft Dynamics 365 CE – YouTube

In this video, you’ll learn how to easily share your personal views in Microsoft Dynamics 365 Customer Engagement (CE). We’ll walk you through the simple steps to share your custom views with your team or colleagues, making collaboration easier. Whether you’re managing data, leads, or customer information, sharing views ensures everyone has access to the relevant data.
This video consists of:

00:00-00:22 -Introduction
00:23-00:46 -How to Find Personal view
00:47-2:22 -Share Personal view using system view and Overview of Privileges
2:23-3:26 -Share Personal view using advanced find
3:27-3:55 -Demo

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