Microsoft Dynamics 365 CRM - Create and edit views

Create and edit views

In Microsoft Dynamics 365, use views to define how a list of records for a specific entity is displayed in the application. A view defines:

·        The columns to display

·        How wide each column should be

·        How the list of records should be sorted by default

·        What default filters should be applied to restrict which records will appear in the list

 

Types of views

·        There are three types of views personal, system, and public views.

 

Type	Description
Personal	Personal views are owned by individuals and, because of their default User level access, they are visible only to that person or anyone else they choose to share their personal views with.
System	System views are special views the application depends on, which exist for system entities or are automatically created when you create custom entities. System Views are:  Quick Find View: The default view used when searches are performed using Quick Find. This view also defines which fields are searched when using search capabilities of Quick Find and Lookup views  Advanced Find View: The default view used to display results when using Advanced Find.  Associated View: The default view that lists the related entities for a record.  Lookup View: The view you see when you select a record to set for a lookup field.
Public	Public views are general purpose views that you can customize as you see fit. These views are available in the view selector and you can use them in sub-grids in a form or as a list in a dashboard.  Some public views exist by default for system entities and for any custom entity. Like Active<entity plural name> OR Inactive<entity plural name>

 

Create or edit the view for an entity:

You can create custom public views by editing existing views and saving them with a different name or by creating a new view.

1.      Navigate to Microsoft Dynamics 365 > Settings > Solutions click on your work solution and from solution explorer Under Components, expand Entities, and then expand the entity you want.

2.      Click on Views.

3.      To create a new view, on the command bar, click New.

- OR -

To edit an existing view, double-click or tap any view type. The view type is specified in the Type column.

 

Note: This screen is for custom entity Country. Refer here to create custom entity.

4.      Modify the columns that are displayed.

4.1.   Add a column:

4.1.1. In the Common Tasks area, for Quick Find Views, click Add View Columns, or for other types of views, click Add Columns.

      -OR -

                  For other types of views, click Add Columns.

4.1.2. Select the check boxes for the columns you want to add, and then click OK.

4.2.   Move a column:

4.2.1. Select the column you want to move.

4.2.2. In the Common Tasks area, use the arrows to move the column left or right.

4.3.   Change the width of a column:

4.3.1. Select the column you want to change.

4.3.2. In the Common Tasks area, click Change Properties.

4.3.3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.

4.4.   Remove a column:

4.4.1. Select the column you want to remove.

4.4.2. In the Common Tasks area, click Remove.

4.4.3. In the confirmation message, click OK.

4.5.   Change the sort order of a column:

4.5.1. In the Common Tasks area, click Configure Sorting.

4.5.2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.

4.6.   Enable online presence for instant messaging:

4.6.1. In the View form for the selected entity, select the column you want to change.

4.6.2. In the Common Tasks area, click Change Properties.

4.6.3. In the Change Column Properties dialog box, select the Enable presence for this column, and then click OK. 

5.      Click Save and Close.

6.      Set any public view as the default view for an entity.

7.      Click Save and Close to close the view.

8.      Publish view customization.