web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Extend a view or NOT t...
Finance | Project Operations, Human Resources, ...
Answered

Extend a view or NOT to extend ?

(0) ShareShare
ReportReport
Posted on by Tony zhong 901

Hello guys,

Need some advice, if I have some case that need to modify a View. As View made with a relation of many tables connecting each other, the intention is to replace (delete and add another table) one of the 2nd level within that view's data source.

What would be the correct approach ? Create entirely new View ? or we can extend that view, wondering if after extend we can remove the data source or not ?

Just come hesitation if creating new View since it is may have some property's setting in one of its data source that I may missed out.

Thanks,

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

    Hi Tony,

    If you delete a data source, it will have impact on other areas where that data source should be used. Adding data sources or fields can have negative impact on the performance of the view. I would recommend to create a specific view for your scenario and don't take the risk to get into certain issues. When you have a customized view, you will not be able to get help from Microsoft Support when you have performance issues.

    As a developer, you should check all the properties of the view carefully to have the optimal results. If you do see a view which is quite in line what you need, you can duplicate this one and then change it.

  • Verified answer
    Sumit Loya Profile Picture
    Sumit Loya 2,230 on at

    Hi Tony,

    Data sources of standard views cannot be removed in extension and shouldnt be removed. Please create a new view for your specific scenario.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans