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Finance | Project Operations, Human Resources, ...
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How to delete a Saved View in Resource selection window?

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Posted on by 2 Microsoft Employee
HI,
 
Does any one know how to delete a SAVED VIEWS from the following Resource selection window inside Finance & Operations of D365?  Where is the delete button?  Much appreciated, thanks, Linda.
 
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 3,252 on at
    How to delete a Saved View in Resource selection window?
    Hi,
     
    Can you click on manage my views and from there you can delete it as in the below image:
     
    How To Use Saved Views: D365 Finance and Operations – Dynamics Tips
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • LC-19061524-0 Profile Picture
    LC-19061524-0 2 Microsoft Employee on at
    How to delete a Saved View in Resource selection window?
    @Andre,  the navigation path to get to the above Saved Views selection is via Capacity Overview, then the Resource selection window pops up (as shown above).   I can select previously Saved View using the drop down.   But when I want to delete a previously Saved view, I cannot find the delete button to do so.   Thanks for your help.
     
    Linda
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    How to delete a Saved View in Resource selection window?
    Hi,
    You can also remove personalization as mentioned in this blog. Go to user option>personalization >choose page what you want to clear> click clear button.  https://dynamics-tips.com/personalization-dynamics-365-finance-and-operations/


    Best Regards,
    Hana
  • How to delete a Saved View in Resource selection window?
    Hi Linda,

    Can you provide the menu path navigation on how to get to this form? There aren't enough details for me to know where you opened this page. 
    As a workaround, an administrator can go to the Personalization page in the System administration menu to find views and remove them.

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