Sharing Dynamics 365 Finance and Operations Views for Team Productivity

Sharing Dynamics 365 Finance and Operations views with team members can boost productivity and collaboration.

Dynamics 365 Finance and Operations views are customizable and can be tailored to specific roles and tasks. This allows team members to focus on the information that matters most to them.

Sharing views can be done in various ways, including through the "Share" button in the top-right corner of the screen.

By sharing views, team members can work together more efficiently and make informed decisions.

To save a view, navigate to the form or grid, modify it by adding columns, adding fields, rearranging columns, and then save the view. It's that simple.

You can also share a saved view in two ways: by copying it to individual users or publishing it to security roles. Publishing to security roles is the best practice, as it saves you from redoing the process for every new hire.

Here are the steps to publish a saved view to security roles:

Note that there may be a delay before the view is available to users, so it's recommended to close your browser and restart your machine to make the view appear.

You can also share a personal view by copying it to individual users. However, this method is not recommended as it's more time-consuming.

Here's a list of privileges you can assign when sharing a view:

Access Control is a crucial aspect of managing who can see your personal views in Dynamics 365 Finance and Operations. You can change which security roles have a view by navigating to the Published Views tab and selecting the desired view.

To do this, find the view you want to modify and select it. Then, click Republish in the menu to open a popup where you can view and edit the security roles currently assigned to that view.

In this popup, you can also remove roles if needed. Once you've made your changes, click Publish to apply them. If you make no changes, simply click Cancel to close the popup.

Here's a step-by-step guide to help you through the process:

Sharing a personal view in Dynamics 365 Finance and Operations is a great way to collaborate with others. You can share it with individual users or publish it to security roles.

To publish a saved view to security roles, you'll need to follow a specific process. The best practice is to publish to security roles, as it saves you time and effort when new hires join the team.

You can share a saved view in two ways: by copying it to individual users or publishing it to security roles. Here's a brief overview of the options:

To publish a saved view to security roles, navigate to the corresponding table, expand the views list, and press “Manage and share views.” Then, select the user, choose privileges, and press "Share."

When sharing a personal view, you'll need to assign privileges to the user or team. The available privileges include Read, Write, Assign, Append, Append To, Create, Delete, Share, Assign Role, Access Team Templates, and Append To/Assign.

To share a view with a named individual, you can follow the same steps as publishing to a security role, but select the "Copy to users" option instead. This will allow you to select one or more users from the list below and click "Copy" at the bottom.