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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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The Dynamics CRM 2011 system allows users to create their personal views in the system. In this recipe, we will discuss how to create a personal view.
Perform the following steps to create an Advanced Find view:
Log in to the Dynamics CRM 2011 system with the credentials of the user who wishes to create the personal view.
Then click on the Advanced Find button in the top ribbon of the Dynamics CRM 2011 as shown in the following screenshot:

When the Advanced Find view web page appears, select the entity from the Look For drop-down list.
Then click on the Query button in the ribbon and create the new filter criteria for the Advanced Find view:

Optionally, you can click on the Results button to check the result of the view definition and can correct the filter criteria if required:

Click on the Advanced Find tab and then click on the Save button in the top ribbon.

The Provide Information for This View page will appear; provide the name and the description...
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