This blog post is part one of a series on managing views, charts, and dashboards in Dynamics 365. It focuses on creating a personal view in Dynamics 365, which allows users to customize data displays to their specific needs. The post provides a step-by-step guide on how to create a personal view, including accessing the Advanced Find feature, defining search criteria, saving the view, and accessing and using it. The benefits of personal views are also discussed, such as customization, efficiency, and productivity. The post concludes with best practices for creating personal views and deleting unnecessary views.
Login now to access my digest by 365.Training