In this webinar, our experts showcase a variety of demo use cases of how different components of the...
One of our most frequently requested customizations is to add new views to the set of system views that come out-of-the-box with Microsoft Dynamics 365. It seems most of our clients are hesitant to play around with modifying these system views or adding new ones out of fear that it may be too difficult or complex. However, this could not be further from the truth. The ability to customize Microsoft Dynamics 365 is very easy to complete, and almost easier to learn HOW to complete these customizations.
Below are some simple steps to get you started in creating and customizing views for the Account entity. Using the below instructions as a framework, you will be able to come up with some pretty exciting combinations to fulfill your business needs.
We will first walk through how to change the default view.
As you can see, changing the default view is quite easy. It may be more challenging to decide which view you and your users want to be the default view.
We will now walk through the steps to create a new view. These options are available in the same area in Customizations from which we set the default view.
The most important thing to remember here is that your users will not see any of these changes until you click Save and Close and the Publish. If your users report that they are not able to see the view immediately after you published, just ask them to refresh their browser and it should appear.
You can use the above items to come up with infinite possibilities of different views for all of your different record types, as well as modifying the views after you have saved them. As you can see, there was no coding required. That is the hallmark of Dynamics 365: its ability to seamlessly match the technology with the needs of each business.
For more tips and tricks, check out these similar blogs:
Who Wore it Best: System View vs. Personal View
Assigning System Views Based on Security Roles
Happy CRM'ing!
Hi, I have a view already which I want to modify. When Open the form of the entity, the Edit filter criteria is available on the form. How to get this field for modifying filters, any suggestion please.
Hi, I have a view already which I want to modify. When Open the form of the entity, the Edit filter criteria is not available on the form. How to get this field for modifying filters, any suggestion please.
How can I change columnname in a default view ?
Hi - You can modify the default view just like any other view. When you customize the entity, you can customize the lable of any fields. THis is what is used for the column names in views.