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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Changing an associated...
Microsoft Dynamics 365 | Integration, Dataverse...
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Changing an associated view

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Posted on by mfisher 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 40,876 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 40,876 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/.../

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