Send or copy a shortcut to a view

Can I do this task?

You can send a link to a specific saved view in Microsoft Dynamics CRM in an e-mail message to any user.

This feature does not use Microsoft Dynamics CRM e-mail; it uses your default Microsoft Internet Explorer e-mail. If the person receiving the e-mail does not have permissions to the view, they will receive an error. Not all views are available. No activity is created for this action.

You can also copy the shortcut and paste it into any document.

Pages that you cannot e-mail or copy

1. In any available, saved view, do one of the following:

   Send a shortcut in an e-mail

   1. On the Actions toolbar, click E-mail a Link, and then click Of Selected Item.
   2. Complete the e-mail form and send.

   Tip

   If you are working in Microsoft Dynamics CRM for Outlook and you want to track this e-mail, you can use Track in CRM.

   Copy a shortcut

   1. On the Actions toolbar, click Copy a Link, and then click Of Current View.
   2. Paste the shortcut into any application that supports copy and paste. For example, in Microsoft Office Word, press CTRL+V.

Important

The shortcut is not a snapshot of the data, but a link to the live data.