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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / View as default in Ass...
Microsoft Dynamics CRM (Archived)

View as default in Associated View from a specific entity in crm 365

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Posted on by Community Member

Hi, I would like to set a specific View as Associated View.

For example I am in Group Entity (created to aggregate group of special customer) and I need to see related record about Account Entity, so I use an Associated View.

We have 3 Associated View for Account entity, and so I wonder if is it possible and how...:

  • to create one more Accociated View instead of a public View or change type from Public to Associated?
  • to set one of them as default Associated View?
  • to set one of them as default Associated View for Account as related records for Groups?

2017_2D00_11_2D00_08_5F00_11h57_5F00_07.png

2017_2D00_11_2D00_08_5F00_12h02_5F00_01.png

Thank you a lot.

Elena

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I have the same question (0)
  • Verified answer
    Krishnam Raju Profile Picture
    Krishnam Raju on at

    Hi Elena,

    None of the above options are possible as Dynamics CRM does not allow you to create any of the system views (lookup, associated etc) and laos does not allow you to change the Public view to a default view.

    Thanks,

    Krishnam

  • Community Member Profile Picture
    Community Member on at

    Hi Krishnam and thank you for your reply.

    So, the unique way is modify the associated view which it taken by default?

  • Verified answer
    Krishnam Raju Profile Picture
    Krishnam Raju on at

    yes.

  • Community Member Profile Picture
    Community Member on at

    Thank you for your help!

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