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Customer experience | Sales, Customer Insights,...
Answered

Change the name of a created view

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Posted on by 5

New to Dynamics and I filtered accounts based on a sales manager, then saved that created view with an incorrect name. I can't seem to change the name of the created view or delete it (delete warns that it will delete all of the accounts). 

How do I delete a created view or change the incorrect name I gave it?

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  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    RE: Change the name of a created view

    Hi,

    I dont think you can rename, what you can do is, save as and create a new view.

  • Community Member Profile Picture
    on at
    RE: Change the name of a created view

    Hey,

    There is no way to change the name of view so you can create a new view and give the correct name then delete the previous view.

    Regards 

    Akhila Pallerla

  • AFenstermaker Profile Picture
    5 on at
    RE: Change the name of a created view

    Thank you! Delete warns that it will delete all the accounts though...

  • Verified answer
    Inogic Profile Picture
    651 on at
    RE: Change the name of a created view

    Hi,

    If you are trying to rename or delete the System view, you can do the same by navigating to https://make.powerapps.com/

    • To rename the view, open the respective system view and change the view name in the “Name” field displayed in the right-side pane.

    1System-view.jpg

    • To delete the view, you can do the same from more commands displayed beside the view name using “Delete View” as shown below:

    2System-view.jpg

    And If you are trying to rename or delete the Personal view, you can do the same in the Advanced Find

    • To rename the view, you can select the personal view in the “Use Saved View” and then click on Edit Properties.

    3System-view.jpg

    • To delete the view, click on the Saved Views and then select the view you want to delete by clicking the Delete Saved View

    4System-view.jpg

    5System-view.jpg

    Also in case, if “Modern advanced find in model-driven apps” feature is enabled in your environment, you can rename and delete the personal view by clicking on “Manage and Share views” as shown below:

    6System-view.jpg

    Hope this helps.

    Thanks!

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