Updates to saved views and personalization

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Finance and Operations apps home page. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Jan 31, 2022 Apr 1, 2022

Business value

Saved views allow an easy and no-code approach for customers and users to optimize their user experiences and deploy and manage those experiences at an organizational level. The enhancements described below will make saved views more applicable for more scenarios, which can lead to improved user satisfaction and productivity.

Feature details

The saved views capabilities in finance and operations apps will be extended in the following ways:

View support for dialogs

The Saved views support for dialogs feature adds view support for dialogs, notably the ability to save multiple dialog views and publish those views to users.

Important dates

These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.

Feature stage Version Date
Generally available 10.0.25 April 2022
On by default 10.0.29 October 2022
Mandatory 10.0.32 April 2023

View support for workspaces

The Saved views support for workspaces feature will add view support for workspace forms, notably the ability to save multiple workspace views and publish those views to users. With this change, when users add tiles, lists, or links to a workspace, they'll also need to select the target workspace views the content should be added to.

Important dates

These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.

Feature stage Version Date
Public preview 10.0.25 April 2022
Generally available 10.0.29 October 2022
On by default 10.0.32 April 2023
Mandatory 10.0.36 October 2023

Queries on views on task pages

The Allow queries to be saved to views on Task Single and Task Double pages feature allows filters and sorts to be saved to views on Task Single and Task Double pages. These are pages with older interfaces that allow you to show and edit data for a single entity and parent/child entities, respectively.

Important dates

These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.

Feature stage Version Date
Generally available 10.0.25 April 2022
On by default 10.0.29 October 2022
Mandatory 10.0.32 April 2023

View support for custom filters

Custom filters are controls modeled on forms that cause modifications to the query. New APIs are available to allow custom filters to work more seamlessly with saved views. Specifically, custom filters can now trigger a view definition to be marked as having unsaved changes, and custom filter controls can listen for system changes to the query to ensure the control value stays in sync with the query.

Exclude individual forms from saved views

For forms with coding patterns that aren't conducive to saved views, developers can now opt to exclude an individual form from saved views. This will mean that no view selector is available on the form and there will be no publishing capabilities.

See also

Saved views (docs)