For creating new view, click on Data-verse Search box and click on “Search for rows in a table using Advanced filters” link
On next screen select relevant table.
This table list is limited to only the ones specified with in Model Driven App so this is major change as currently in legacy Advanced find screen user can search on any tables they can access based on their Permission.
Once selected relevant Table and then on next screen Create relevant filter and click on Apply
After this, click on Save as new view and on next screen give relevant view name for this.
After clicking on Save, new Personnel view will be created against this table.
Amend Existing view
To amend existing personnel view, select relevant view and select Edit Columns (to Add/ Remove columns) or Edit Filter (to change view criteria)
Delete/Hide or Change View Name
Click on “Manage and share views” link which will allow user to Edit view name, user can hide and delete not requirement view as well from this screen.
This allows configure sorting of views as well.
If as an Administrator if you want to apply this settings for multiple user then use XRMToolbox Plug-in called “User Views Display Settings” for this (refer screen print below)
Even though after enabling Modern Advanced Find, Legacy Advanced Find icon is not longer visible but if some user still wants to access, they can access via following URL. (Replace CRMURL and APPID for your relevant environment)
This Tool is useful in scenarios where one of the CRM users left the company and that user owned specific views which need to be transferred to his replacement CRM users/Teams.
These personnel views are created by old users using CRM advanced find screen and hence they are personal views of that user and as per CRM security settings even system administrators can not able to view and transfer these views to new users or Teams.
To resolve this issue, I have created the following new XrmToolBox Tool called “ReAssignPersonnelViews”.
Once installed, open this tool and connect to the relevant data version environment.
Following are brief steps on how to use this tool.
STEP 1: Selected Source User or Team, After selecting this system will load all personnel views for selected user or team in below Grid Control
STEP 2: Select views from Grid Control which needs to be Transferred across to New User or Team
STEP 3: Select Destination User or Team
STEP 4: Finally Press Transfer Selected Views To Destination User or Team Button
After Pressing Transfer button, the system will display the log of transferring Views as Shown in the screen print below.
1.Please note that both users’ needs to be active in the CRM to perform the above actions.
2.The Destination User or Team must have valid permission to hold these views.Hope this helps.
Dynamics: Setting up Owner to display only teams related to logged on user
Step 1: Firstly, there is already existing view called “My Owner Teams”, which displays all teams related to logged on user, so we will do advanced find for this view and find id of this view which will be using in next step.
After creating this view download FetchXML and note down view id for this, if you have specific requirement then create new public view and use that record id in next step.
Step 2: Now we will create new web resource which will filter our owner field on model driven table form to only display teams which are related to logged on user.
For this we will create new java script web resource as shown in screen print below.