Create and Configure Views

There are several view types for Microsoft Dynamics CRM entities. You can create a new public view A view that all Microsoft Dynamics CRM users can view. Public views are displayed in the View list for each entity. , and you can edit all types of views.

Create or edit a public view

Edit the Advanced Find view

Edit the associated view

Edit the lookup view

Edit the Quick Find view

You can also do the following:

Set the default public view

Work with Security Roles