Create or edit a public view for an entity

Can I do this task?

If you edit a public view A view that all Microsoft Dynamics CRM users can view. Public views are displayed in the View list for each entity. , the changes are visible to everyone who has permission to view records for the entity. Each entity must have one default public view The default view users see when they are in a list..

Besides public views, the following views are provided for all entities and cannot be deleted or shared: Quick Find Views Views used to display results of searches done using the Search box., Advanced Find Views Views used to display results of searches created with Advanced Find., associated views Views that are displayed in the forms of other entities. The associated view is different from the views that are visible for the entity in its own area of the user interface. For example, in an account record under Information, click Contacts to view and open a contact form. That is the Contacts associated view. There can be only one associated view of each entity., and lookup views The views used when a user clicks a lookup field..

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Views.
6. To create a new public view, on the Actions toolbar, click New. On the View Properties dialog box, in the Name box, type a name for the new view, and then click OK.

   If the New button does not appear, you cannot add views for the entity you selected.

   - OR -

   To edit a view, double-click a Public View in the list. The view type is specified in the Type column.

7. Modify the columns that are displayed.
   • Add a column:
     1. In the Common Tasks area, for Quick Find Views Views used to display results of searches done using the Search box., click Add View Columns.

        - OR -

        For other types of views, click Add Columns.

     2. Select the check boxes for the columns you want to add, and then click OK.
   • Move a column:
     1. Click the column that you want to move.
     2. In the Common Tasks area, use the arrows to move the column left or right.
   • Change the width of a column:
     1. Click the column that you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
   • Remove a column:
     1. Click the column that you want to remove.
     2. In the Common Tasks area, click Remove.
     3. In the confirmation message, click OK.
   • Change the sort order of a column:
     1. In the Common Tasks area, click Configure Sorting.
     2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
   • Enable online presence for instant messaging:
     1. In the View form for the selected entity, click the column you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.
8. Set the default public view.

   Can I do this task?

   This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions

   Every entity A structure used to manage data. A synonym is "record type". Microsoft Dynamics CRM entities include Account, Case, and Activity. in Microsoft Dynamics CRM must have a default public view The default view users see when they are in a list.. This is the view that is displayed for a list of entities such as appointments, accounts, or contacts. For example, if your organization is set up so that users manage their own appointments, you can change the default view for Appointments from All Appointments to My Appointments.

   You can make any public view A view that all Microsoft Dynamics CRM users can view. Public views are displayed in the View list for each entity. the default public view for an entity.

   1. In the Navigation Pane, click Settings.
   2. Under Customization, click Customizations.
   3. In the Customization area, click Customize the System.
   4. Under Components, expand Entities, and then expand the entity you want.
   5. Click Views.
   6. In the list of views, select the Public View you want to set as the default. The view type is indicated in the Type column.
   7. On the Actions toolbar, click Actions, and then click Set Default.
   8. To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.

      To publish all customizations you have made to any entities or components, on the Actions toolbar, click the Publish All Customizations button.

9. Click Save and Close to close the view.
10. To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.

    To publish all customizations you have made to any entities or components, on the Actions toolbar, click the Publish All Customizations button.

Tip

Important

Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM such as custom entities, relationships, or fields are applied immediately.