Edit the associated view

Can I do this task?

Each entity can have only one associated view The view of an entity that is 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.. The changes you make in the associated view are displayed in any record that links to this associated view.

An entity must have a relationship A definition of how records may be related to each other. Relationships defined between entities control how Microsoft Dynamics CRM presents options for records to be linked to each other in the application. with the entity whose associated view it links to. You can add a link to a related entity in the navigation pane for an entity form. More information: Add or edit form navigation for related entities

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 Type column, locate Associated View. Double-click the view.
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. Click Save or Save and Close.
9. 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.

   Note

   If a business entity A standard Microsoft Dynamics CRM entity that can be customized or added to a solution. When part of a solution, a business entity might be further customizable, depending on the restrictions placed on it when created. has been customized, it might have different properties than what is described in Help. There will not be Help that is specific to the custom entities Entities created by a developer or System Customizer in Microsoft Dynamics CRM. They are created in the customization area and can be included in a solution. Custom entities might be further customizable, depending on restrictions placed on them when created. your organization creates. There is Help that describes how to create and use custom entities.