Entering to xRM World Part 14 – Views & Workinging with Views

View is the flexible way for user to interact with CRM data, it is the way to define how CRM data are listed in Entity, how data fields are displayed…This porst will give to you overview about MS CRM View focused on

• Types of View
• View customization
• Using view in Chart
• How to using view

Types of view

There are 3 types of view in Microsoft Dynamic CRM which are used to manipulate data as your requirement needs.

Working with Views

Key notes for working with view

View is the way for you to decide what information should be shown to user, hence, you should remember following character of view.

Characteristic of View

• View is Filtering that we define condition for returning mataching records.
  • Infact, it is the same way that we write Select command in SQL which WHERE condition.
  • The Query of view is stored as FetchXml
  • View can be used to display records but we also can use for listing in charts and other purposes (report, show data in custom aspx page…).
• A View must be defined at least 1 Field of Entity
  • Just N:1 relationship is supported for adding to view from primary entity.
  • Sort just support for main enity and up to 2 columns.

Type of System View

Ms CRM supports for several system view for specific purposes as following:

• Advanced Find
  • Using for Advanced Find records.
• Associated
  • Using for displaying related records when navigated through the navigation bar form other entity record.
• List Member View
  • Using for marketing list member
  • Filter criteria cannot modified.

Types of System View

How to customize View

You can go to solution, select the entity that want to create/Modify view as follow image.

You can do customization in view as following step

You can double click in column of view to customize

Just supporting for N:1 relationship from primary entity.

Hope that it will be useful for someone.