Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Changing an associated view

(0) ShareShare
ReportReport
Posted on by 5

I set up marketing list and called it "club apex" - I can see the associated view.  I want to add a column to the associated view.  How do I do this?

  • LuHao Profile Picture
    LuHao 40,874 on at
    RE: Changing an associated view

    Hi partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1595315853091v1.png

    Thanks.  : ) 

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: Changing an associated view

    Hi mfisher,

    Are you referring to the associated entity view in the Related tab?

    pastedimage1594347323871v1.png

    If so, we will add the view column in the system customizations.

    Go to Advanced Settings > Customizations > Custom the System.

    pastedimage1594347454920v2.png

    Expand Entities > the entity of the associated view (like Account) > Views, edit the associated view.

    pastedimage1594347515666v3.png

    Click Add Columns, select columns and OK.

    pastedimage1594347541499v4.png    pastedimage1594347599133v6.png

    Finallly save and publish all customizations.

    pastedimage1594347628186v7.png    pastedimage1594347647716v8.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Changing an associated view

    Hello,

    Check this - crmtipoftheday.com/.../

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans