Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Customize a list view

(0) ShareShare
ReportReport
Posted on by
I am trying to add a new view to a /sub list/ within the Accounts section of the CRM.  When I go into Accounts, I am able to click over to the CHILD Accounts.  Within this area, I would like to customize a list view on what to see in my CHILD accounts.  I know how to customize a view in the modules themselves but am not finding how to customize in this sub area.  
 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 671 Super User 2025 Season 1

#2
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 167 Super User 2025 Season 1

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 138 Most Valuable Professional

Product updates

Dynamics 365 release plans