Where is the Systems View List

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Posted on by Community Member Microsoft Employee

Hello CRM Forum,

Trying to reactivate an Account in the CRM version of Microsoft Dynamics 365 Verwsion 1612 on premises.
I read
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/deactivate-activate-account-contact

which says one needs to
'view a deactivated account or contact, in the System Views list,'
This assumes one knows where the Systems View List is, which I don't.
So now a search is done for the System View List.

https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2018/01/05/managing-system-views-amp-dashboards-in-dynamics-365

This script says the method is to go to Settings>Customizations>Customize the System.

But the Settings on the app provides Options, Print Preview, Apps for Dynamics, See Welcome Screen, About, Privacy Statement

The Options choice allows General, Activities, Formats, Email, Templates, Email, Languages
No Customization.

These so called instructions that don't allow for a complete set of possibilities are infuriating.

How is an Account reactivated?

Thanks.

Allen Pitts, Dallas Texas

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Charles Abi Khirs 3,569 on at

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RE: Where is the Systems View List

Hello,

1.

2.

3.
David Jennaway 14,063 on at

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RE: Where is the Systems View List

I think you're looking at the personal settings (cog icon in the top right). The instructions refer to the Settings navigation area (large icons as the first level of navigation). It's possible that you don't have permissions to get to the Settings navigation area, or it could have been renamed

Alternatively, you can go to Advanced Find, select the Account entity and specify the search criteria to find the record you want. This will include inactive records
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gdas 50,085 on at

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RE: Where is the Systems View List

Hi,

Go to Settings>Customizations>Customize the System --> Expand the entity Account --> Views