Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

2. Select the view. On the Actions toolbar, click More Actions, and then click Sharing.3. In the sharing dialog box, under Common Tasks, click Add User/Team.4. In the Look Up Records dialog box, in the Look for list, select the type of record you want tofind.5. In the Search for records box, type the first few letters of the name of the record to narrowyour search, and then click the Find button .6. In the list of available records, click a user or team to select it, and then click the Add SelectedRecords buttonto add the user or team to the Selected records list.7. Click OK.8. In the sharing dialog box, select the type of share access that you want. The available permissionsare: Read, Write, Delete, Append, Assign, or Share.9. Click OK.The saved view will show up in the My Views section of your coworker's View list.TipsTo cancel any changes that you have made and retain the previous permissions settings, clickReset.To select or clear all permissions on a selected item, click Toggle All Permissions of theSelected Items.Assign a saved search1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.2. Select the view, and then on the Actions toolbar, click the Assign button .3. In the Assign dialog box, click:Assign to meUse this option to assign the record to yourself.– OR –Assign to another userClick the Lookup button, type a part of the user's name, click the Find button4. Click OK.click OK., double-click the user's name, and then to close Look Up Records dialog box,Deactivate a saved search1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.2. Select the view, and then on the More Actions menu, click Deactivate.16 Microsoft Dynamics CRM 4.0 User’s Guide