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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / how to copy a custom v...
Small and medium business | Business Central, N...
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how to copy a custom view creation analysis mode from one company to a different company

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Posted on by SR-23070510-1 42
Hello Team, 
For one of the account overview pages, I created a custom view in Analysis mode using different filters and named it accordingly, for eg. Bal sheet order in this instance.
Is there any way to copy a custom view creation in analysis mode from one company to a different newly created company?
We have an option to copy the link but how to open in a particular new company?
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Dynamics 365 Business Central
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  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 1,671 on at
    how to copy a custom view creation analysis mode from one company to a different company
    Hello,

    Yes, you can copy a custom view created in Analysis mode from one company to another. Here are the steps to do so:

     
    Open the Analysis View: Navigate to the Analysis View that you have created in the original company.
     
     

    Copy the Link: In the Analysis View, there is an option to copy the link to the current view. This link will include the tenant information and the specific company context. You can find this option typically in the settings or options menu of the Analysis View.
     
     

    Modify the Link: If necessary, you can modify the link to point to the new company. Ensure that the link reflects the new company context you want to access.
     
     

    Paste the Link: Open the new company in Business Central and paste the copied link into the browser. This should direct you to the Analysis View in the new company.
     
     

    Adjust Filters if Needed: Once you access the view in the new company, you may need to adjust any filters or settings to ensure that the data reflects the new company's context accurately.
     
     

    Save the View: If you want to keep this view in the new company, make sure to save it under a new name if required.
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 93,793 Super User 2025 Season 2 on at
    how to copy a custom view creation analysis mode from one company to a different company
    Hi, hope the following helps.
    Business Central 2023 wave 2 (BC23): Share a data analysis with a co-worker (Copy link in the Analysis mode)
    https://yzhums.com/42857/
     
    Thanks.
    ZHU

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