Dynamics CRM: Sharing vs. Assigning Advanced Find Views

对于CRM中Asign和Share的区别，这是一个比较好的对比解释，简而言之，Asign使用于业务中的交接，Share体现于方法的共享，比如项目组内部数据的共享。

Enjoy it 

I have received a lot of questions regarding Advanced Find views, both from blog viewers and current clients. Most of the questions circle around sharing or assigning Advanced Find views. There are two ways to allow other Users in the CRM system to view an Advanced Find view you create: Assigning orSharing.

Assigning an Advanced Find view: this will allow the other User(s) to have full privileges with the view (read, write, delete, etc.). At the same time, you are giving up your ability to perform actions upon it. So if I assign one of my views to another User, they now own that view and can do anything they want with it. Unless they give me view access through Sharing, I will not even know the view exists anymore.

Please note – when you are assigning the view, you are not relinquishing ownership of any records contained in the view or pulled by the view’s criteria. You are merely giving the User(s) the ownership of the filter criteria. If I share a view of My Leads from Trade Shows, the person viewing the results of the view will see those specific Leads that are still owned by me.

To assign an Advanced Find view, go to the Saved Views tab inside of the Advanced Find window. The listview pulled contains all of the personal AF views that you currently own. To assign a view (or multiple views), highlight the view(s) and then click the Assign icon (it looks like a guy in a blue suit with a green arrow pointing to the right).
 

Click this, and toggle the Assign to another User option. Specify the User, and then click OK.

Sharing an Advanced Find view: this is the most popular option, especially from a management POV. You can allow your team members to view the filter criteria as long as they have permission to view the records pulled by the search.

Please note – when you share a view, you are not sharing the records pulled by the criteria. You are merely alllowing others to utilize the filter criteria specified within the view, and utilize the view in the entity’s dropdown options. They will still only be able to see, edit, or assign records upon which they currently have privileges.

To share an Advanced Find view, follow similar steps towards assigning (see above), however instead of clicking the Assign icon, click More Actions. Then select Sharing. This will allow you to utilize the basic Sharing functionality.

Select a User by clicking Add User/Team. Then apply the privileges you want to allow them to have. Then click OK.

I hope this clears the air and explains a little more about sharing and assigning personal Advanced Find views inside of CRM.