Create or edit a view

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Create and edit public or system model-driven app views

You can create custom public views by editing existing views and saving them with a different name or by creating a new view.

Create a new view

  1. As described in Access view definitions, from a list view for the entity, on the command bar, select New System View.

  2. In the View Properties dialog box, provide a Name and optionally a Description for the view.

  3. After you close the properties dialog you can do the following:

  4. When you are finished, select Save and Close.

  5. Select Publish All Customizations.

Edit a view

  1. Open solution explorer. In the Dynamics 365 Customer Engagement (on-premises) app, select Settings > Settings > Customizations > Customize the system.

  2. Under Components, expand Entities, and then expand the entity you want.

  3. Select Views.

  4. Double-click the view you want to edit.

  5. To change the Name or the Description for the view, select View Properties.

  6. Do the following:

  7. When you are finished, select Save and Close.

  8. Select Publish All Customizations.

Create a new view from an existing view

Follow the procedure to edit a view, except instead of choosing Save and Close, select Save As and enter a new Name and Description for the view.

See also

Create or edit views (overview)