Posted by: kurtsh | October 10, 2018

HOWTO: Delete/remove Personal Views within Dynamics 365 for Sales

If you’ve ever created a Personal view within Dynamics 365, you know that they can be very useful & big time savers.

But what if you need to delete/remove an personal view or hide a set of personal views that you don’t want to appear in the “My Views” drop down list? 

Here’s how:

  1. imageGo to you list of opportunities or engagements & click on the filter icon in the upper right hand corner, also called “Advanced Find”. 
    A dialog box will appear.
  2. imageSelect the “Saved Views” button.
    A list of all existing “personal” views will appear.
  3. imageCheck the boxes to the left of each view you wish to deactivate of delete.  Deactivating will hide the view for use later, whereas Deleting will remove the view forever.
  4. Select “Deactivate” or “Delete Saved View”.


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