OOB in CRM you can only view the Personal Views which you own or the one that has been shared to you. However this tool will allow you to access personal view(s) that are owned or shared to any user in the system and then share that personal view to other user(s) in the CRM system.

The tool provides the following functionalities

  • View personal views shared to or owned by a user in CRM
  • View privileges the connecting user is having for a personal view
  • Share the personal view with other user(s) in CRM
  • Open the personal view in CRM directly from the application.


And all this can be achieved in just few clicks without opening CRM application.

Last edited Mar 12, 2014 at 7:32 PM by debajdu, version 6