dynamics-crm-2011 - 为选定的潜在客户创建新视图

Question

我需要在“我的开放潜在客户”网格中选择多个潜在客户，并且我需要为选定的潜在客户创建一个新组。可以这样做吗？

在此屏幕截图中，需要为选定的记录创建一个新组或视图。

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.