Dynamics CRM 2011 – Delete Personal Views

2017-12-04T14:53:55+00:00 June 26th, 2012|CRM|

Ocasssionally get asked how to delete personal views in Dynamics CRM 2011 and I always end up spending ages trying to remember how to do it. I always think you pick the view and press the delete button! And when the delete button isn’t there, I spend too much time trying to find it.. The simple solution is:

  1. Go to the entity your view is based on (Accounts, Cases etc)
  2. Click ‘Advanced Find’
  3. Click ‘Saved Views’
  4. Select the views you wish to delete, and press the delete icon.

Should be simpler, but the amount of unexpected time you spend looking for the delete button is a tad annoying.