Microsoft Dynamics CRM : System view

In an old post, I described how to create a personnal view in the CRM. In this one, I will demonstrate how to create a system view.

A system view is shared with all the user of the CRM. One of them is the default view.

To add a view, go to “Settings / Customize the system”, slect the entity and click on “Views”:

You have different type of view :

• Public View : place on the main ribbon / Only one public default view
• Quick find view : View by default when you make a quick search on the main navigation
• Advanced find view : View by default (“new”) in the result view in advanced find
• Associated view : Place on the relation form entity
• Lookup view : View by default for the “Request” Lookup

Click on “New” to create a new system view:

Give aname to your view and save it. First thing to do is the edition of the filter criteria :

Add some column to your view, you can select field from the main entity or from the lookup entity :

Change the column proprities like  width :

You can configure the sorting of your view :

When you finish to customize your view, click on “Save and Close” and then “Publish”.

In the CRM, you have a new system view. Please note that the system view and the custom view are not in the same category :

Hope this post helps you ! :)

If you want to manage your view, you can use the tool View Layout Replicator developped by Tanguy Touzard. It's a great tool to make uniform your views.