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Microsoft Dynamics 365 | Integration, Dataverse...
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Can I configure my views above system views?

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Can I configure my views above system views?

  • RE: Can I configure my views above system views?

    Thanks for the reply. We need to change the order in which the views are displayed. so that user views are at the top and system views are at the bottom. We use the local version.

  • RE: Can I configure my views above system views?

    Thanks for the reply. We use the local version. There are no such settings.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    RE: Can I configure my views above system views?

    hi

    in Dynamics 365, you can configure your views above system views. By default, system views are provided in Dynamics 365 to meet various business needs, but users can create and customize their own views based on their specific requirements. These custom views can be created for any entity, and they can be personalized for specific users or user groups.

    When you create a custom view, you can choose to make it the default view for a particular entity, which means it will be displayed instead of the system view when a user opens the entity. You can also share custom views with other users or teams in your organization.

    To create a custom view in Dynamics 365, navigate to the entity you want to create the view for, and click on the "Views" tab. Then, click "New" to create a new view. You can select the fields you want to display in the view, add filters to narrow down the results, and sort the data in a specific order. Once you've configured your view, you can save it and set it as the default view or share it with other users or teams.

    Overall, Dynamics 365 provides a lot of flexibility in creating and customizing views to meet your specific business needs.

    DAniele

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Can I configure my views above system views?

    Hello,

    What product do you use? Are you using D365 online?

    If you using Dynamics 365 online:

    - Click on view selector.
    - Manage and share views
    - Set Sort by.

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