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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customize View for Adv...
Microsoft Dynamics CRM (Archived)

Customize View for Advanced Find results

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Posted on by Moni10 470

Hi all,

Ho do you do above? I always assumed that view on advanced search would be the same as the contact view. Clearly I was wrong.

When I display results from my Advanced Find I only get a name, which is useless to me. I want to include account names and email addresses at least but can't customize Advanced Find View. How do you go about this?

Thank you for any help

Monika

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  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    Normally you would navigate to:

    1. Settings -> Customization -> Customize the System
    2. Expand Entities -> Expand the entity you want to work with
    3. Click Views
    4. Open the xxx Advanced Find View
    5. Add/Remove Columns
    6. Save and Close
    7. Click back on the entity name in the left navigation
    8. Select Publish from the ribbon up top
    Are you seeing something different? 
  • Moni10 Profile Picture
    Moni10 470 on at

    Thank you once again Jason for helping me out. It worked just like you said.

    Monika

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