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Deactivating and Removing System Views in Microsoft Dynamics CRM 2011

Post Author: Joe D365 |

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:

  1. Navigate to the VIEWS area of the entity which contains the view you want to hide.

  2. Highlight the view to remove
  3. Click the ACTIONS menu and choose DEACTIVATE

Blahhhhm! Simple as that!

Yes another handy trick from the CRM Superheroes at PowerObjects. Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

4 comments on “Deactivating and Removing System Views in Microsoft Dynamics CRM 2011”

    1. @Karen Did you get any answer for your question?
      I also want to hide view by roles. Please reply if you have any solution.

      Thanks

  1. How do you deactivate a Report entity's managed view? For example, the "Service Reports" view. The "deactivate" option is not presented for this Managed view.

  2. Joe, do you know if deactivating views will propagate through promoting solution packages to another environment. That is, deactivating a system view in development, package the solution and import to production, will that view be deactivated or does it need to be done manually for each environment? Thanks.

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