Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Printer-friendly version

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

 

The knee-jerk reaction is to avoid shared views completely or bite the bullet and create individualized personal views, then assign them to each user, but this approach gets unmanageable very quickly. However, as described in CRM Tip of the Day's Tip #840, there’s a pretty quick workaround for this issue: use teams. A personal view that is assigned to a team is available to all the team’s members in the mobile app. Granted, depending on how many views you need to share and how many distinct groups of users you have, managing all those teams just for a workaround can be a bit of a pain, but, when the alternative is one-view-per-user, it’s far more manageable.

 

About the Author:

TopLine Strategies delivers the complete integration and development of sales, marketing and customer service technologies that enable corporate clientele to improve revenue streams and strengthen customer interactions. Our project management and consulting is designed to achieve timely delivery, 100 percent user adoption of the technologies we implement and deliver measurable returns on investments for our clients.

Comments (0)

Related Blogs

Back in 2016, Microsoft introduced its intentions to refresh its CRM and ERP strategy with Dynamics 365. At the heart of its services was the Common Data Model (CDM).

Technology should assist in making life easier, simpler, and improve productivity for not only you, but your entire team.

Microsoft Ignite took place September 24-28, 2018 in Orlando, Florida.