Problem solving is in the DNA of a CRM superhero. So, when a client recently asked me us about removing system views in Microsoft Dynamics CRM 2011, we were on it like a flash. The client was finding that views like ‘All Opportunities Opened This Week’ or ‘Accounts: No Orders in the Last 6 Months’ were not very useful in the current system.
In CRM 4.0 it was not possible to hide/delete/deactivate a system view. In the past we had used a plugin that would remove a system view from the view drop down menu. This plugin would look to see if the words ‘to be removed’ were present in the name of the view, and if they were, the view would be removed from the view selector. We figured this was how we would need to do it in CRM 2011…we were wrong…
In Dynamics CRM 2011 we have the ability to deactivate a system view, out of the box! This is a great new feature and is extremely easy to use:
- Navigate to the VIEWS area of the entity which contains the view you want to hide.
- Highlight the view to remove
- Click the ACTIONS menu and choose DEACTIVATE
Blahhhhm! Simple as that!
Yes another handy trick from the CRM Superheroes at PowerObjects. Happy CRM’ing!