Create or edit a public view for an entity

Dynamics CRM 2016
 

Updated: November 1, 2016

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

If you edit a public view, the changes are visible to everyone who has permission to view records for the entity. Besides public views, the following views are provided for all entities and can’t be deleted or shared: Quick Find Views, Advanced Find Views, associated views, and lookup views.


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

    • 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.

  6. To create a new public view, on the Actions toolbar, click New. On the View Properties dialog box, in the Name box, type a name for the new view, and then click OK.

    If the New button does not appear, you can’t add views for the entity you selected.

    - OR -

    To edit a view, double-click a Public View in the list. The view type is specified in the Type column.

  7. Modify the columns that are displayed.

    • Add a column:

    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.

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

    • Move a column:

    1. Select the column you want to move.

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

    • Change the width of a column:

    1. Select the column you want to change.

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

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

    • Remove a column:

    1. Select the column you want to remove.

    2. In the Common Tasks area, click Remove.

    3. In the confirmation message, click OK.

    • Change the sort order of a column:

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

    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.

    • Enable online presence for instant messaging:

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

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

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

  8. Click Save and Close.

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

    System_CAPS_noteNote

    Every entity in Microsoft Dynamics 365 must have a default public view. This is the view that is displayed for a list of entities, such as Appointment, Account, or Contact. For example, if your organization is set up so that users manage their own appointments, you can change the default view for Appointments from All Appointments to My Appointments.

    1. In the list of views, select the public view that you want to set as the default. The view type is indicated in the Type column.

    2. On the Actions toolbar, click More Actions, and then click Set Default.

  10. Click Save and Close to close the view.

  11. Publish view customization.

    System_CAPS_importantImportant

    Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics 365 such as custom entities, relationships, or fields are applied immediately.

    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.

    • To publish view customizations for just one entity, under Components, click Entities, and select the entity. Then, on the Actions toolbar, click the Publish button.

    • To publish all customizations you have made to any entities or components, on the Actions toolbar, click Publish All Customizations.

      System_CAPS_tipTip

      To create views that appear in the Service calendar, create views in the Service Activity, Appointment, User, or Facility/Equipment entities. To see views created in these entities from the Service calendar, users select the view type from the Type list.

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