Create a Personal View
Creation of personal views are easy and provide a high level of usability to Microsoft Dynamics CRM 2011.
To create a personal view, follow the steps outlined:
1. To create a personal view, select Create Personal View from the drop-down shown in Figure 19.1. Alternatively, you can simply open the Advanced Find and select Accounts as the base entity, as shown in Figure 19.2.
Figure 19.2 Advanced Find for Accounts.
2. The Advanced Find opens, and the base entity is Accounts, as shown in Figure 19.2.
Note
Advanced Find opens by default to the base entity from which it was launched. So, if you open the Advanced Find from Contacts, ...
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