web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... how to change the defa...

Customer experience | Sales, Customer Insights,...

Answered

how to change the default view associated with customerId field of incidents(cases)

(0) Share

Report

Report

Posted on by Community Member

Hello CRM community,

I need some help..

Regarding CustomerId field of cases/incidents entity.

We already customized it to show only account records. Now users want to see one of the account views as default view for the field. I am not able to do it.

I am new to designer so i couldn't find how to do it. Thanks.

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

a33ik 84,331 Most Valuable Professional on at

Like
a
(1)

Report
Copy link

Link copied!

Hello,

I'm afraid this type of change can't be done via customization and you would need to develop the JavaScript using setDefaultView method - docs.microsoft.com/.../setdefaultview

Good luck.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!

Ask A Community Pro

Introducing our New Video Series: Community Spotlight

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Hamza H 142 Super User 2026 Season 1

#2

Nagaraju_Matta 128

#3

ManoVerse 127 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans