How to Create a System View in Microsoft Dynamics 365 for Sales

by | Microsoft Dynamics 365

How to Create a System View in Microsoft Dynamics 365 for Sales

by | Jan 9, 2020 | Microsoft Dynamics 365

Create an optimal experience for CRM users

This time in Microsoft Dynamics Support, we’ll look at how to create a system view in Microsoft Dynamics 365 Customer Engagement.

Users can create their own personal views in CRM, but sometimes a system-wide change would help all users. A system administrator can make those changes in one of two ways:

  1. by modifying an existing view
  2. by creating an entirely new view

See below for full instructions on both options:

Create a system view by modifying an existing view

Modifying an existing system view is the better option when you find a view that meets most of your organization’s needs but requires a bit of work to optimize. You can use the existing system view as a template for a new, fully-optimized version.

Note that we will still be creating a new view using the Save As function. As a general best practice, DO NOT modify out-of-the-box views directly when using this method, as that will overwrite the original system view.

To create a new system view based on an existing view:

1. Click on the setting gear on the right side of your navigation bar, then choose Advanced Settings from the dropdown menu to open the legacy web interface in a new browser window:

2. From the legacy navigation bar, go to Settings > Customizations:

3. Select Customize the System to open a PowerApps pop-up.

 

4. From the left menu of the PowerApps pop-up, click the arrow icon to expand Entities, then the specific entity in which you wish to edit a view. Then click Views to see all views associated with that entity presented in a list view:

5. Double click the view you wish to edit to open the view editor:

6. Edit your view using the tools provided:

 moves the selected column left or right
  View Properties changes the name and description of the view
Custom Controls transform data into visualizations
  Edit Filter Criteria changes the filtering and searching the view uses
Configure Sorting sorts records by column
Add Columns adds one or more columns associated with any entity to the view
Change Properties adds custom icons and/or adjusts the pixel width of a column
Remove deletes a column from the view

7. Click Save and Close, then Publish All Customizations.

Create a new system view

Creating an entirely new system view is the better option if you want something very different from any existing system view.

To create a new system view:

1. Click on the setting gear on the right side of your navigation bar, then choose Advanced Settings from the dropdown menu to open the legacy web interface in a new browser window:

2. From the legacy navigation bar, go to Settings > Customizations:

3. Select Customize the System to open a PowerApps pop-up.

 

4. From the left menu of the PowerApps pop-up, click the arrow icon to expand Entities, then the specific entity in which you wish to edit a view. Then click Views to see all views associated with that entity presented in a list view:

5. Click New to open the new view editor:

6. Enter a name and description for your new view, then click OK:

7. Edit your view using the tools provided:

 moves the selected column left or right
  View Properties changes the name and description of the view
Custom Controls transform data into visualizations
  Edit Filter Criteria changes the filtering and searching the view uses
Configure Sorting sorts records by column
Add Columns adds one or more columns associated with any entity to the view
Change Properties adds custom icons and/or adjusts the pixel width of a column
Remove deletes a column from the view

8. Click Save and Close, then Publish All Customizations.

 

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David Marincic is Partner Experience Manager at Azamba. He also manages and edits Azamba publications and social media channels.

David believes in the importance of good planning, sound practice, effective communication, and continued education in order to get the most from any technology solution.

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