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Opportunity Views

Posted on by 4
Hello,
I mistakenly changed the view on my Opportunities on make.powerapps.com, I can still see all the custom views I had previously created for Opportunities on make.powerapps, but when I go to CRM, they are not showing up. HELP!  How do I get the opportunity views back to CRM from make.powerapps.com.  This is an extremely time-sensitive request as I changed the view for my entire company and need to get it back to the original view.   Thanks in advance!!
 
-Karen
  • Suggested answer
    Inogic Profile Picture
    Inogic 23,963 on at
    Opportunity Views
    Hi,
     
    Please follow the below :
     
    1 - To get the original view.

    If you go to the make.powerapps.com portal, navigate to the Opportunity table in the "Views" section. If you are able to see the system views, click on the views and you will see a button at the top labeled "Set as Default view". You can use this button to set the original views as the default. Once done, when you go to the Opportunity screen in your Dynamics 365 CRM, you should be able to see the selected default view like below screenshot.


     
    2 - To add the custom view on CRM

    In the case of custom Opportunity views , the issue might be that the custom views you created are not available in the app designer on make.powerapps.com.

     
    1. First go to the make.powerapps.com portal, navigate to the solution in that go for the Apps.
    2. After that Open the app that you want to use the custom Opportunity views in.
    3. In the left side you can see the various entity form and view locate the Opportunity table.
    4. Click on the opportunity view and on the right side you can see which views is present and click on add view you can add custom opportunity view as well.
    5. After that publish the App.
    Hope this helps.
     
    Please mark this as verified/accepted solution if it worked for you so that next time someone else have same issue, this will help them as well.
     

    Thanks!

    Inogic Professional Services: Power Platform/Dynamics 365 CRM
    An expert technical extension for your techno-functional business needs
    Drop an email at crm@inogic.com
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  • Suggested answer
    Daivat Profile Picture
    Daivat 520 on at
    Opportunity Views
    Hello KB-02071817-0,
     
    The opportunity tables have few Out of the Box views. Please let us know which view you have changed. Each view has associated fields to display with some filter. Based on the view name, we can help you with what needs to be changed to fix it. 
     
    An alternate way is if you have changed any custom view built based on your specific need, the filter conditions can be identified based on the name. 
     
    The view was Out of the box, you can opt for new trial and copy the changes (do it manually by looking as trial)
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
     

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