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Hi,
Where can I find the settings and customizations of the personal views on CRM?
For instance, when I open the Related tab from an Order record, I can select Contracts; from here, I can see both the "System Views" (e.g., Contract Associated View and so on) and "My Views."
However, I inspected the default solution to find these personal views, but I couldn't find anything except the system views.
Where can I open the settings for "My Views" items?
are you asking how to create and edit a "my view"? If so, you can click on the Create view button
the advance find box will populate and you would select from the list the type of view you want to create. You will then have the ability to customize the fields/columns you want to see in your view.
Hi,
There are three types of views in Dynamics: Personal Views / System Views / Public Views.
You can create personal views by saving a query that you define by using Advanced Find or by using the Save Filters as New Views and Save Filters to Current View options in the list of views.
To know how to create a personal view with Advanced Find, please refer to the following documentation:
Use Advanced Find search in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs,
which contains the detailed steps.
Hi Joel,
Personal views are available only to the person who created it unless the person share it with other users. So, you cannot find it under entity customization.
To access your personal views, you can go to Advanced Find --> select Contracts under Look for: --> click 'Saved Views' button --> click on your personal view to edit from advanced find window.
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