Create or edit views

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

In the default solution or an unmanaged solution, you can create new public views or edit existing views of all types for entities that allow view customization.

In a managed solution, you can’t create new views or edit existing views for entities. However, if the managed properties for an entity in the managed solution are set to allow customization, you can create new public views or edit existing views of all types in the Customization area of Microsoft Dynamics 365.

Note

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it’s least disruptive to users.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile..

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Customize the System.

  4. Under Components, expand Entities, and then expand the entity you want.

  5. Click Views, and then select the view.

  6. On the Actions toolbar, click More Actions, and then select Managed Properties.

  7. You can edit the view if the entity is unmanaged. In the Set Managed Properties dialog box, set Customizable to allow editing or creating views.

  8. Click Set.

See Also

Create or edit a public view for an entity
Edit the quick find view
Create and edit views