Follow the below steps to create personal views in CRM,

Step 1: Open CRM and Advanced Find.

Step 2: Now I am going to Create a personal view for Lead Entity.

Select Look for: Lead and give your own criteria.

Here I want to show all Leads, whose Est. Value > 4,000,000.00

Step 3: Now I want to add Est.Value Column in the Results View.

1. Click on Edit Columns.
2. Click on Add Columns.

3. Select Est. Value. click on OK.

Click on OK.

Step 4: Click on Results.

Step 5: Will see all Lead records, with Est.Value Is Greater Than 4,000,000.00.

Now we have seen a record meeting our Criteria. Now will Save this Personal View.

Step 6: Click on Advanced Find and Click on Save as shown below.

Step 7: Give some proper Name and Description to this Personal View and Save.

Step 8: This Personal View is available to see in 2 different places.

1. Go to Microsoft Dynamics CRM -> Sales -> Leads and Select Views under Lead’s Home Page Grid. Under My Views, we can see all Personal Views.

2. Open Advanced Find, and Select Look for: Lead. Click on Saved Views.

We can see all Saved Views belongs to Lead Entity.

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