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

Delete a saved search3. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.4. Select the view, and then on the Actions toolbar, click the Delete button .E-mail or copy a link to a saved searchSend a shortcut in an e-mail1. On the Actions toolbar, click Send Shortcut, and then click Of Current View.2. Complete the e-mail form and send.Copy a shortcut3. On the Actions toolbar, click Copy Shortcut, and then click Of Current View.4. Paste the shortcut into any application that supports copy and paste. For example, in MicrosoftOffice Word, press CTRL+V.More information: Send or Copy a ShortcutDelete ThingsCaution Once you delete a record, it cannot be retrieved.Typically you should only delete records that you entered by mistake. For some record types, you can deactivate orclose the record instead. Not all record types can be deleted. For details, select Special cases.Delete recordsCan I do this task?If the Delete buttonis not visible on the toolbar, the security role assigned to your account doesnot have permission to delete this type of record. To check your permissions for a specific record, openthe record, click the File menu button, and then click Properties.If you are deleting a record that has child records, you can delete it only if you also have permission todelete any child records.More information about specific permissions and performing this task while offline: Common TaskPermissions1. In any list of records, select the record that you want to delete.– OR –In any list, select multiple records:Select several records by pressing the CTRL key while you click each record.Select a sequence of records by clicking the first record that you want, and then press theSHIFT key while you select the last record that you want.Microsoft Dynamics CRM 4.0 User’s Guide 17