D365 CRM Tutorial –When to assign vs share a view
You can create a personal view then assign or share that view to another user. This is a great practice for managers or power users helping to build consistent business processes. This 5-minute video provides a quick explanation of the difference between these two features.
Views are an important part of D365 CRM that are used every time you navigate to a table, or search for data. Spend time helping your D365 CRM users get the most out of views to save time finding data.
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