Customize views

Views in Dynamics 365 Sales help you control how records appear in lists. You can customize views to match your sales processes and priorities, displaying only the information your team needs. For example, you can create a view that shows only high-priority opportunities with expected close dates within the next 30 days, sorted by revenue potential.

What is a view?

A view is a saved configuration of how records display in a table (also called a grid). Each view defines:

• Columns: The fields to display in the list
• Column widths: The size of each column
• Sort order: Primary and secondary sorting of records when the view opens
• Filters: Criteria that determine which records appear

Each row in a table represents one record. You can modify views by adjusting columns, sort order, column widths, and filters. Views also serve as data sources for charts throughout the application.

Types of views

Dynamics 365 Sales includes two view types:

System and public views

• Created by: Included with the app or created by administrators and customizers
• Who can edit: Administrators and customizers only
• Scope: Available to some or all users, depending on configuration
• System views: Special views that the application requires or automatically creates for custom entities

Personal views

• Created by: Individual users for their own use
• Visibility: Only visible to the creator unless they share it with others
• Based on: System or public views as templates
• Sharing: You can share personal views with other users
• Limitation: You can't convert personal views to system or public views

Learn more about sharing personal views

Create a system view

Select a tab based on the sales app that you use:

Sales Hub app

1. Sign in to Power Apps.
2. Follow the instructions in Create and edit public or system model-driven app views to create or customize system views.

Sales Professional app

This topic covers how to create system views as a customizer.

Create a system view

Create views that match your organization's practices and processes.

1. In the Sales Professional site map, select Sales Settings.

2. Under Customization, select Views.

3. On the Views page, select Create a view.

4. Select the entity to use for the view.

   

5. Select Go to View Designer at the bottom of the pane.

   

6. To specify the view name:

   1. Expand the Columns section and select Click to Add View Name.
      1. Enter the name for your view. The name is set when you click or tab outside the text box. You can change the name later by clicking it again, or by changing it in the Properties tab.

Add a column to your view

Views display records in a table that contains rows and columns. Each row is a record, and the fields from the records are determined by the columns you add to the view.

1. In the View Designer, select Add in the upper-left corner.
2. Select Primary Entity or Related Entity to display the list of available fields on the Components tab.
3. Do one of the following actions:
   • Double-click the name of the field you want to add. The field is added as the last column in the view.
   • Drag the field onto the grid. You can drag the field to position it before an existing column when you add it.
   • Select the field and press Enter.

• You can also move the columns around after you add them to your view.

Set column width

After adding the columns, you can change the width of the column.

1. Select the column in the view.
2. In the Properties tab, set the width to the value you want by using the arrows to increase or decrease the column width.

Set the primary and secondary column sort order

When you open a view, you see the records sorted based on the order you set when creating the view. You can sort on a single column or two columns with a primary and secondary sort order. When you open the view, the records are sorted by the column defined as the primary sort, and then by the column defined as the secondary sort.

Note

You can only set primary and secondary sort on columns from the primary entity.

1. Select the column to use as the primary or secondary sort.

2. In the drop-down menu, select Primary Sort or Secondary Sort.

   

Note

If you remove the column defined as the primary sort, the column defined as the secondary sort becomes the primary sort.

Set the order for the primary sort

Set the sort order to ascending or descending for the column defined as the primary sort column:

1. Select the column set as the primary sort.

2. Choose the arrow next to the name to change the order.

   

When the arrow points up, the sort order is ascending. When the arrow points down, the sort order is descending.

Rearrange columns in a view

You can change the order of the columns already included in your view.

1. Select the column you want to move.

2. Drag the column to the position you want to move it to. You see a visual indicator when you hold the column over an allowed position.

   

Note

You can also rearrange columns by using the Ctrl+X and Ctrl+V keyboard shortcuts.

Remove a column from a view

You might want to remove a column from a default system view, or one that you added to a form but no longer want to use.

Select the column you want to remove and select Remove Column.

Define filter criteria

Set filter criteria to display only a subset of records in a view. When someone opens the view, they see only the records that meet the defined filter criteria. You can select fields from both the primary and related entities to filter on.

1. In the designer, expand the Filter Criteria section.

2. Select Add Filter.

3. In the Select dropdown, select the field you want to filter on.

4. In the dropdown list in the second column, select the operator to use for the filter. The available operators depend on the selected field.

   

5. Enter a value to filter on in the field in the third column.

Group multiple filters

Add multiple filters to your view if you want to filter records by more than one field, and then group on fields:

1. Select Add Filter to add an extra filter to your view.

2. Select the operator to use and enter a value to filter on.

3. Select the check box next to each row of filter criteria.

   

4. Select Group And or Group Or to group the filters.

When you select Group And, the view displays records that meet both criteria. When you select Group Or, the view displays records that meet any of the filter criteria. For example, in the preceding example, to show records for contacts with an address in Seattle or Portland, select Group Or.

Remove a filter group

1. Select the check box for the group.

2. Choose Ungroup.

   

Save a view

As you work on your view, save it often to avoid losing any changes.

• In the designer, choose one of the following options in the upper-right corner:
  • To save without closing the designer, select Save.
  • If you're finished customizing your view, select Save and Close.

Note

To make a copy of your view, select Save As to save the current view with a different name.

Publish a system view

When you finish creating or updating a view, publish it so people in your organization can use it:

1. Open the view you want to publish.
2. In the designer, select Publish.

Create a personal view

Create personal views with columns and filters that are relevant for you. You can open an existing view and modify the columns, apply filters, save it as a personal view, and share it with your team.

More information:

• Edit columns in the view
• Apply filters
• Create a personal view
• Share a personal view

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

Customize forms
Customize business process flows