Creating custom views in Microsoft Dynamics 365 Business Central

Creating custom views in Microsoft Dynamics 365 Business Central can greatly enhance your workflow by allowing you to quickly access filtered data tailored to your specific needs. Here’s a step-by-step guide on how to create and save a filtered view on a list page.

Step 1: Navigate to the List Page

• Open Microsoft Dynamics 365 Business Central.
• Navigate to the list page where you want to create a custom view. For this example, we’ll use the Contacts list.

Step 2: Add Filters

• Click on the filter icon to open the filter pane.
• Add the desired filters. For example, you can filter by "Name" to display only contacts that match specific criteria.

Step 3: Apply the Filters

• Once you have added your filters, the list will automatically update to show only the records that match the criteria.

Step 4: Save the View

• Click on the three dots (more options) in the filter pane.
• Select "Save as..." from the dropdown menu.

Step 5: Name the View

• Enter a name for your new view. This name should be descriptive enough to easily identify the view later.

Step 6: Access and Manage Saved Views

• Your saved view will now appear under the "Views" section in the filter pane.
• You can switch between saved views by selecting them from the list.

Conclusion

Creating and saving custom views in Microsoft Dynamics 365 Business Central is a straightforward process that can significantly improve your efficiency. By following these steps, you can tailor the system to better fit your workflow and ensure quick access to the data you need.