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Dynamics 365 Community / Forums / Customer Service forum / What happens to custom...
Customer Service forum

What happens to customized System Views During Upgrade?

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Posted on by D365 Geek 32

I am wondering, when a System View, such as, Cases Opened Since the Last 10 Days, is edited by adding filters to the View, in the event of Upgage of the system by Microsoft, what happens to the custom filters added to the Default Views?  Are hey going to be deleted?

Your help would be appreciated.

Thank you.

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I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi D365 Geek,

    The custom filters will still be on the views after the upgrade.

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    The upgrade of Dynamics 365 will not affect your customizations in your instance. It will only update the functions and keep all your data at the same time. So please work with Dynamics 365 with confidence :-)

    Here are some information about the upgrade of D365.

    docs.microsoft.com/.../policies-communications

    docs.microsoft.com/.../manage-updates

    Hope it helps.

    Best Regards,

    Leo

  • Community Member Profile Picture
    Community Member on at

    Thank you for providing the solution. This will definitely assist everyone in the future.

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