Design Views in App Designer – D365

Introduction:

Create and edit public or system views by using the app designer

Description:

Dynamics 365 sales app designer allow us to create/edit system view using the app designer. In this example we will use the sales app and account entity for view design.

Design:

1. Go to Setting > select My Apps.
   
2. And open the sales app in app designer.
   
3. We can define the filter criteria with and/or condition.
4. Select the account view and click on the create new view from the components tab.
   

Adding Column:

1. Now you will able to see the designer page of a view.

• You can add the column to the view from the components tab I have added the account number column. You need to drag and drop.
• After adding few columns.

Adding Filter:

1. We can add the filter criteria which will show only related record.
   
2. We can define the filter criteria with and/or condition
    

Save the view:

1. Provide the view name and save it
    

Column Sorting:

1. You can define the primary and secondary sorting column

Publish:

1. Finally, you need to publish the view as shown
   

Conclusion:

So, this is another quick way you can create Views than just traditionally creating from within Solutions in D365.

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