Set the default view for an entity
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
In Microsoft Dynamics 365, every entity, such as Appointment, Account, or Contact, requires a default public view. However, you can change the default view for an entity to accommodate the specific needs of your business. For example, if your organization is set up so that users manage their own appointments, you can change the default view for the Appointment entity from All Appointments to My Appointments.
You can make any public view the default public view for an entity.
Important
The default view for some entities isn’t configurable.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Customizations.
Choose Customize the System.
Under Components, expand Entities, and then expand the entity you want to work with.
Choose Views, and then in the list, select the Public View you want to set as the default for that view.
On the command bar, choose More Actions, and then choose Set Default.
When your customizations are complete, publish them:
To publish customizations for only the component that you’re currently editing, under Components, choose the entity you have been working on, and then choose Publish.
To publish customizations for all unpublished components at one time, under Components, choose Entities, and then on the command bar, choose Publish All Customizations.
Note
Publishing customizations can interfere with normal system operations. We recommend you publish customizations when it’s least disruptive to your users.