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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Save As New View - Not...
Customer experience | Sales, Customer Insights,...
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Save As New View - Not showing in Opportunities

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Posted on by FK-06012322-0
Hello,
 
We are looking to add the "Save as new view" button in our opportunities, but it is not appearing in our Dynamics 365 Sales app.
 
Please see screenshots below.
 
1: Screenshot of current list, which does not have button
 
2: Screenshot of list, with button in red box
 
1
2
 
 
 
Is there a way to add this button somewhere in PowerApps or elsewhere?
 
Thank you.
Categories:
Dynamics 365 Sales
2.png
1.png
  • Suggested answer
    Alex Dan 365 Profile Picture
    Alex Dan 365 65 on at
    Save As New View - Not showing in Opportunities
    Hi,
     
    The new Smart grid (preview) feature that Microsoft added lately seem to hide the "Save as new view" button if there is no change made https://learn.microsoft.com/en-us/power-apps/user/grid-filters#smart-grid-preview 
     
    To create a new view, make a change such as adding a new column or rearranging columns by dragging and dropping. Once the asterisk (*) appears, indicating unsaved changes, you’ll be able to see the button to save it as a new view (assumption: the user has the necessary permissions assigned through their security role(s)
     
    I checked in my env:
     
     
    Kind regards,
    Alex
  • Nitesh Raj Profile Picture
    Nitesh Raj 12 on at
    Save As New View - Not showing in Opportunities

    The issue seems to be that the current view has not been modified. The "Save as new view" button will only appear once changes have been made to the current view (e.g., applying filters, resizing columns, etc.). As shown in the second screenshot, there's a "*" symbol at the top of "All Opportunity *", indicating that changes have been made to the view.

    Try applying any filter or resizing a column in the current view, and you should see the "Save as new View" button.

    If you find this helpful, please consider approving this answer.

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