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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide by Neil Benson

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Customizing views

A view displays a filtered list of records displayed in rows with columns displaying field values.

There are two types of views:

  • System views: These are defined for each entity within a solution and are usually customizable by system administrators and system customizers, but cannot be deleted.
  • User views: These are created by users by using Advanced Find and can be assigned to or shared with other users or teams.

All custom entities and almost all system entities have several system views that can be customized to meet your requirements. You can modify most system views and create new custom system views. When customizing a view, you can change the filter criteria and the columns displayed.

In this section we'll learn about:

  • Creating ...

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