dynamics-crm-2011 - 選択したリードの新しいビューを作成する

Question

「オープンリード」グリッドで複数のリードを選択する必要があり、選択したリードに対して新しいグループを作成する必要があります。

このスクリーン ショットでは、選択したレコードの新しいグループまたはビューを作成する必要があります。

Answer 1

There isn't an out of the box way of selecting a list of records and adding them to a new view. However you can create a personal view and manually select the records you want there.

You can get there by hitting the Advanced Find button on the ribbon, or by selecting the View tab and hitting the New Personal View button.

On that form you can select the records you want there. Then you can Save As a new view.

Another option would be leveraging a custom relationship to the entity & user (or something like connections) and create a view to display records that you have a relationship to (or connection). You would have to open the record first to add yourself, but once you did it would always show up. It would be a good solution if that list doesn't change too often.