Customizing Views

Creating Custom Views in Dynamics 365

A view is a grid with records listed under select column headings. It is a type of saved query. Users can select different views to look at a subset of records of the same entity that fit into pre-specified filter conditions. There are three main types of views: public, system, and personal.

Public Views

These are the views that come with the application. Custom views that an organization creates are also public views. One of these public views can be defined as a default view. When a user selects an entity by clicking on it in the navigation pane, the default view is what gets displayed.

System Views

These views, similar to Public views, are automatically created by CRM on installation. They are used for unique situations within the application. System Views include Associated View, Advanced Find View, Lookup View, and Quick Find View

Personal Views

Users can create their own views using the Advanced Find tool and save them as personal views.

Creating a Custom System View

  1. Navigate to Customizations > Views. Expand the specific Entity for which you want to create the new System View and click the New button.
  2. Enter a name and description for the view:

  1. Click on Edit Filter Criteria.

  1. Define the filter conditions for the records. You can group the conditions with AND or OR operators.

  1. Based on what information you want to see, you can choose the columns from the Add Columns You can use fields from the entity for the view, as well as parent entities.

  1. You can set the view to sort by one or two fields by default, in either Ascending or Descending Order. You can only sort by fields for the entity itself, not by fields from a parent entity.

7. You can adjust the width by clicking on the column name and then clicking Change Column Properties. Select the number of pixels you’d like the width of the column to appear as in the view. You can also set an image file in the column for the view using the Web Resource and Function Name.

8. Remember to publish your changes to the view after it is created.

Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.