Entity Views and Charts

Entity Views are saved queries against system data. These queries apply filters to present subsets of data as needed. The views also contain formatting details regarding how the data will be displayed, the columns, and their order. Views can be defined programmatically or in XML. When using XML, the views can be exported, modified, and reimported into Dynamics CRM. You can export an entity using an unmanaged solution, modify the entity properties in the XML definition file and then repackage and reimport the solution into your organization.

An Entity View is a saved query available globally throughout the organization. Each entity can have multiple views, with various filter conditions and formatting.

Each entity can have ...

Get Microsoft Dynamics CRM 2016 Customization - Second Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.