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How to display independent view (advanced view) in one of the tabs in CRM ?

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Posted on by Cigdem Erol

Hi ,

I´ve created a view via´´advanced find´´ for the ´´notes ´´ where we enter in the timeline of accounts to get track of important info.

I would like to display this saved view in either dashboard or under some of other tabs , but could not find any option.

Is this supported in CRM?

Thanks,

Cigdem Erol

Test environment: Edu02

Entered a note in timeline in one of accounts .

Created a view for notes and saved the view.

Want to display in dashboard or under activities , etc,

but No Record type available to select the view.

CRM vers.

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Gagandeep Singh 587 on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

Hi,

I think Yoshika is pointing you to the right direction. What Yoshika meant was, you can add the entity directly into the site map. You need to access the App Designer > Site Map > Add a sub area > Add Notes entity.

Once you have added Notes entity into the navigation, you should see something like this. In this example I have added it under Workplace group.

How to enable modern advanced find in model driven apps in D365CE
Cigdem Erol 5 on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

Hi Yoshika, could you please maybe share some screenshots ?
Cigdem Erol 5 on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

Hi Goutam , customization is done by our supplier , so not possible for me to edit this part.

It seems that without customization, I´ll not get the note view displayed on the CRM.

Thanks,
Cigdem Erol 5 on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

want to have such view under activities, or account , etc. Notes are independent function so that can not display them without any customization.
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gdas 50,085 on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

Can you create public view by going to settings -> Customization --> Customize the system /Solutions --> Under note entity --> Create Views .

Do publish all customization and check.

If you are creating saved view (Independent view) then make sure a personal view cannot be added to System dashboard.
Yoshika Suzuki on at

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RE: How to display independent view (advanced view) in one of the tabs in CRM ?

If you add a note entity to your sitemap, you'll see a view of the note entity.