Introduction
Greetings to all the readers who want to learn about MS CRM’s display order for the views. Today, in this article, we will be discussing everything you must know about the display order for the views in MS CRM. MS CRM is a wonderful tool for managing customer relationships, and understanding the display order for the views can make your work much easier.
We have created this article to provide you with a complete guide on display order for the views in MS CRM. Whether you’re new to MS CRM or already an expert, this article will help you understand the display order’s importance and how to configure it. In this article, you will find answers to all the questions you have about display order for the views in MS CRM.
So, let’s get started!
What is Display Order for the Views in MS CRM?
Display order for the views is a feature of MS CRM that allows users to specify the order of the views presented in the view selector. The view selector appears at the top of the window and contains a list of views. MS CRM by default sorts the views alphabetically or by the number of records in the view, but sorting them according to business requirements may be necessary.
Why is Display Order for the Views important?
The display order for the views is essential because it presents the relevant data first, and the user doesn’t need to search through a long list of views. By default, MS CRM displays views in alphabetical order or by the number of records in the view. The alphabetical order of views may not adequately represent the data’s importance, and the order may not be acceptable to the various teams involved in customer management.
For instance, if the sales team uses the ‘Opportunities’ view frequently, then it should be displayed first in the view selector to save time and improve productivity. Therefore, it is essential to know how to configure the display order for views in MS CRM.
How to Configure Display Order for the Views in MS CRM?
Configuring the display order for the views in MS CRM is a straightforward process. Follow the below steps to configure display order for the views in MS CRM:
Step No. | Steps to Follow |
---|---|
1 | Login to your MS CRM account. |
2 | Click on the ‘Settings’ icon at the top right corner of the window. |
3 | Select ‘Advanced Settings.’ |
4 | Click on ‘Settings’ and select ‘Customization.’ |
5 | Select ‘Customize the System.’ |
6 | Navigate to the ‘Entities’ section and select the entity you want to configure. |
7 | Select ‘Views.’ |
8 | Select the view you want to configure. |
9 | Click on the ‘Up’ or ‘Down’ arrow to move the view up or down in the list. |
10 | Click ‘Save’ once you’re done. |
By following the above steps, you can configure the display order for views in MS CRM quickly.
FAQs
1. How many views can I customize?
Ans: You can customize as many views as you want. There is no limit to the number of views you can customize in MS CRM.
2. Can I change the display order for multiple views at once?
Ans: No, you cannot change the display order for multiple views at once. You need to configure the display order for each view separately.
3. Can I remove views from the view selector?
Ans: Yes, you can remove views from the view selector. Select the view you want to remove, and click on ‘Delete’ to remove it from the list.
4. How can I add views to the view selector?
Ans: You can add views to the view selector by navigating to ‘Entity’ and selecting ‘Views.’ Click on ‘New,’ and fill in the necessary details such as view name, columns, and filters.
5. Can I configure the display order for system views?
Ans: No, you cannot configure the display order for system views. You can configure the display order for custom views only.
6. Can I configure the display order for views in all the MS CRM clients?
Ans: Yes, you can configure the display order for views in all the MS CRM clients.
7. Can I customize the view selector color?
Ans: No, you cannot customize the view selector color.
8. Can I export the customized views?
Ans: Yes, you can export the customized views. Go to the views you want to export, click on ‘Export to Excel,’ and save the file.
Ans: Yes, you can share the customized views with other users. Navigate to the view you want to share, click on the ‘Share’ button, and enter the user’s email address with whom you want to share the view.
10. Can I configure the display order for a particular user?
Ans: No, you cannot configure the display order for a particular user. You can only configure the display order for views in general.
11. Is it necessary to configure the display order for views?
Ans: No, it is not necessary to configure the display order for views. However, it can improve productivity and save time.
12. How will configuring the display order for views benefit me?
Ans: Configuring the display order for views can benefit you by allowing you to prioritize the relevant data first, save time, and improve productivity.
13. Can I reset the default display order for views?
Ans: Yes, you can reset the default display order for views. Go to ‘Advanced Settings,’ select ‘Settings,’ and click on ‘Reset View Sort Order.’
Conclusion
This article provided you with a complete guide on display order for the views in MS CRM. We hope that this article has helped you understand the importance of display order and how to configure it. Configuring the display order for views can improve productivity, save time, and prioritize the relevant data first. If you have any questions or need further help, please do not hesitate to contact us.
We encourage you to configure your display order for views in MS CRM and see the benefits for yourself!
Closing or Disclaimer
While we make every effort to ensure the accuracy of the information provided in this article, we cannot take responsibility for any errors or omissions. The information provided here is for educational purposes only and should not be considered a substitute for professional advice. Always consult with qualified professionals before making any changes to your MS CRM configuration or processes.