11 Apr’18

D365 SalesDesign Views in App Designer – D365

Introduction:

Create and edit public or system views by using the app designer

Description:

Dynamics 365 sales app designer allow us to create/edit system view using the app designer. In this example we will use the sales app and account entity for view design.

Design:

  1. Go to Setting > select My Apps.
  2. And open the sales app in app designer.
  3. We can define the filter criteria with and/or condition.
  4. Select the account view and click on the create new view from the components tab.

Adding Column:

  1. Now you will able to see the designer page of a view.
  2. You can add the column to the view from the components tab I have added the account number column. You need to drag and drop.
  3. After adding few columns.
  4.  

Adding Filter:

  1. We can add the filter criteria which will show only related record.
  2. We can define the filter criteria with and/or condition
     

Save the view:

  1. Provide the view name and save it
     

Column Sorting:

  1. You can define the primary and secondary sorting column

Publish:

  1. Finally, you need to publish the view as shown

Conclusion:

So, this is another quick way you can create Views than just traditionally creating from within Solutions in D365.

Written by

Subhash Mahato

Technical Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more