Microsoft Dynamics 365 Advanced Finds 101: How to Edit and Remove Columns in Your View

Microsoft Dynamics 365 Advanced Finds 101: How to Edit and Remove Columns in Your View

Last week, we covered how to get started with Advanced Finds and add new filters to your View.

This week, we are picking up where we left off and showing you how to Edit and Remove Columns in your View.

You can specify the columns you want to include in the search results. To do that, click on “Edit Columns.”

This window will allow you to edit the columns for the Saved View. These columns represent the data (fields from the selected entity) that will be displayed in the view once you view your search results.

You know you want to see the name of the account, and potentially the contact information like the main phone number, but the city field is no longer necessary in your list of columns because you already know that all of the accounts are going to live in the Seattle area (for this example).

For the purpose of displaying that this Advanced Find did return the appropriate data, we will leave the “Address 1: City” field, but in general, this would be a column that you could remove if you need more columns to be added so that this isn’t taking up space unnecessarily.

When you view your results, the city will say Seattle for all of your accounts.

For this post, we will leave the primary contact and email address of the primary contact, but let’s go ahead and add one additional column.

To do this, click on “Add Columns.”

You will notice the record type is set to “Account,” but you could also pull in different associated records.

For the purpose of this view, we will only pull in the account record, and then we can choose from any of the fields listed on the account record to also display in search results.

For this example, we will bring in the “Owner” field. This will show you who the owner is on each account. Click “okay” once you’ve selected “Owner.”

Once you click “okay,” if you scroll over, you will see that you now have the owner field as a column so that when you view the list of results, you can see the owner.

For this example, we will also explain how to remove a field.

If you click on “Main Phone,” you will see that it is highlighted in green, which means that it’s a selected column. You could use your arrows to move it to the left or right.

Additionally, you can remove this column.

When you click “Remove,” a pop-up will appear in the middle of your screen asking if you’re sure you want to remove the column. If you are, click “OK.”

Once you click “OK,” the column will no longer be in your View.

Next week, we will cover how to Change Column Properties and more.

In the meantime, you can watch the full Advanced Finds tutorial from our experts below.

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