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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Setting default view
Customer experience | Sales, Customer Insights,...
Suggested answer

Setting default view

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Posted on by PS10 428

Hi,

We have a third party solution installed on top of our internal solution which has caused a few changes on our entities, which i can re-do. 

However, one thing that i am struggling to re-set is the default views.

When as an Admin or as a user i navigate to an entity(for example: CRM->Sales->Leads) the default view is showing a different view to what it was before.

I have tried the following: Solution->entity->View and set it as default->Publish all customisation, but nothing is changing, i have also cleared the cache.

Please suggest. 

Thanks,

PS10 

  • Suggested answer
    Hicham GRC Profile Picture
    Hicham GRC 200 on at
    RE: Setting default view

    Hi,

    If none of the suggestions above worked, maybe you can try to duplicate (save as) your view, give it a new name, set it to default view and publish. Delete the initial view if the issue is resolved.

    Hicham

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Setting default view

    Hi,

    What version of Dynamics CRM you are using?

    Have you tried performing the  below operation using different browser -

    I have tried the following: Solution->entity->View and set it as default->Publish all customisation

    Are you facing this issue for all entities or specific entity?

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • rushik Profile Picture
    rushik 20 on at
    RE: Setting default view

    Hi PS10,

    One thing you can do is to set the original view as default.

    Add both views , current default view and previous one in the solution.

    Now try to make previous view default.

    And publish all customisations.

    Thanks.

    Rushikesh

  • PS10 Profile Picture
    PS10 428 on at
    RE: Setting default view

    Hi Nya,

    I can pin the view as my personal view that is not what i am looking for, it has to be for every CRM user across the organisation.

    Thanks,

    PS10  

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Setting default view

    Hi PS10,

    Have you tried to set the default view by switching to the view you need to set as default and then clicking the "Set current view as my default"?

    pastedimage1637644185507v1.png

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