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Introduction
Greetings, esteemed audience! Thanks for choosing this article as a guide on how to publish new view for Microsoft Dynamics CRM. To start, allow me to introduce you to the importance of creating and publishing new views, and how it can improve the functionality of your Microsoft Dynamics CRM.
Views are an essential feature of Microsoft Dynamics CRM, as they allow users to personalize their workspace by organizing data in a way that suits their needs. With the ability to customize views, users can access the data they need quickly and efficiently, making their day-to-day tasks more manageable.
In this article, we will be exploring how to create and publish new views for Microsoft Dynamics CRM. We will provide comprehensive guidelines that will help you take your CRM experience to the next level.
Why Create New Views?
There can be many reasons why you may want to create new views for Microsoft Dynamics CRM, including:
| Reason | Explanation |
|---|---|
| Organize Data | Creating new views allows you to organize data in a way that suits your needs. |
| Streamline Tasks | With customized views, tasks can be completed more efficiently, streamlining workflow. |
| Accessible Data | Custom views make data more accessible to users, allowing them to access information more easily. |
Getting Started
Before we start creating new views, there are a few prerequisites that you need to tick off your checklist:
Ensure You Have Sufficient Permissions
To install, create or modify a view in Microsoft Dynamics CRM, you need to have sufficient permissions. Ensure that you have administrative permissions before creating or publishing views.
Identify the Data You Want to Organize
Before creating a new view, it is essential to identify the data you want to organize. This will help you determine the best format for the view.
Identify the Data Requirements
Identify the information that the view should provide, such as the type of data, the fields to be displayed, and any filtering requirements.
Creating and Publishing New Views
With the prerequisites out of the way, let’s get started on creating and publishing new views.
Step 1: Select the Entity
Go to the customizations tab and select the entity you want to create the view for. For example, if you want to create a new view for accounts, choose the accounts entity.
Step 2: Create a New View
Click on “views,” then “new.” Enter a name for the view and select the type (System or Personal). A System view is visible to all users, while Personal views are visible only to you.
Step 3: Customize the View
After creating a new view, customize the columns in the view, filter criteria, and sort order. These settings determine how the data is displayed in the view.
Step 4: Publish the View
Once you have customized the view, save it and click on the “Publish” button to make it available to all users.
Frequently Asked Questions
How many views can I create in Microsoft Dynamics CRM?
There is no limit to the number of views you can create in Microsoft Dynamics CRM.
Can I edit or delete a view after publishing it?
Yes, you can edit or delete a view after publishing it. However, any changes you make will affect all users who have access to the view.
Yes, you can export your views and import them into other CRM instances or share them with other users.
Can I schedule a view to refresh at specific intervals?
Yes, you can schedule a view to refresh automatically at specific intervals.
How do I grant permissions to users to view my customized views?
You can grant permissions to users by sharing the view, assigning it to a specific security role, or by assigning permissions directly to individual users.
Can I create a view for different language settings?
Yes, you can create views that work with different language settings.
Can I access my custom views in Microsoft Dynamics CRM online and on-premises?
Yes, you can access your custom views in both online and on-premises versions of Microsoft Dynamics CRM.
How do I create a view to display accounts based on the number of employees?
To create a view based on the number of employees, select the Entity Type, then select “Number of Employees” as the value in your customization settings.
Can I create a view to display cases based on priority?
Yes, you can create a view that displays cases based on priority. In the customization settings, select “Priority” as the value you want to display.
Can I create a view to display tasks that are past their due date?
Yes, you can create a view that displays tasks past their due dates. In the customization settings, go to “Filter Criteria,” choose the “Due Date” field and set the condition as “Less than” and input the instance of the current date.
Can I create a view that displays all leads in a specific region?
Yes, you can create a view that displays all leads in a specific region. In the customization settings under “Filter Criteria,” add the location field and specify the region.
How do I add a calculated field to a view?
To add a calculated field to a view, go to the customization settings and select the “Calculated” column, then define the calculation in the formula editor.
Can I create a view that displays closed cases?
Yes, you can create a view that displays closed cases. In the customization settings under “Filter Criteria,” select the status field and set it to “Equal” to closed.
How do I create a view that displays only my assigned tasks?
To create a view that displays only your assigned tasks, go to the customization settings and select the option to filter by owner, choosing your user account.
How do I create a view that displays opportunities by probability?
To create a view that displays opportunities by probability, go to the customization settings and select the probability field under the “Filter Criteria” section.
Conclusion
Congratulations! You have successfully learned how to create and publish new views for Microsoft Dynamics CRM. We hope this guide has been informative and useful to you. By customizing your CRM workspace, you can increase efficiency and streamline your day-to-day tasks.
Don’t hesitate to try out new views and experiment with how they can benefit you and your team. Remember to follow the guidelines mentioned in this article and make the most of the opportunities that Microsoft Dynamics CRM has to offer.
Take Action Today
Download Microsoft Dynamics CRM and start customizing your workspace to improve your workflow and increase efficiency.
Disclaimer
This article is intended to be used as a guide only. The steps outlined in this article may vary depending on the version of Microsoft Dynamics CRM you are using. We advise that you always consult the official Microsoft Dynamics CRM documentation for the most up-to-date and accurate information.
