Dynamics 365: Customizing a View on Multiple Different Pages

Roy Edwards 16 Reputation points
2022-07-29T16:12:30.18+00:00

I am building out our Dynamics 365 CRM. I have a Table of data for opportunities. These opportunities are categorized by area of industry (i.e. Health Care, Financial, Education, etc.).

I know I can create views for these that will all be under one page within Dynamics. However, I wish to separate the views into multiple pages. So that someone who only works on education opportunities only sees those, and can see a navigation specific to them.

So an education sales member logs in and see a navigation something like this:

Health Care Opportunities
Partners
Reports

and a Financial sales member logs in and sees a navigation something like this:

Financial Opportunities
Partners
Reports

With those pages/views only seeing prefiltered opportunities with their area of focus.

How is this possible? I have been able to set a default view, however that default view, however I want to set multiple default views for different pages within Dynamics.

Thanks for your help!

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