A business's budget is one of the most critical factors when evaluating ...
Creating Custom Views to Drive Your Data
Our Dynamics 365 CRMs are collecting data every day but if we aren’t constantly looking to best present and analyze this data we aren’t using our data to its fullest extent! Read on to learn about creating custom views to drive your data within Dynamics 365 CRM.
There are two types of views within Dynamics 365 – System Views and User Views. System Views are only editable or accessible to add by users with administrative permissions.
A System View is published across the organization. A User view, which we will be going over shortly – can be created by anyone within the organization and is only viewable by the creator. This type of view can also be shared and viewed by other users, depending on the view’s access privileges.
Here is how to create a Use View:
Step 1: Advanced Find
First and foremost, let’s Navigate to the Funnel icon in the top right corner, and click on ‘Advanced Find’.
Step 2: New Saved View
Next, a window will pop up and you will start by clicking the drop-down list to the right of “Use Saved View:” and selecting [new].
Step 3: Specify a field
Now, you will click the drop-down menu activated by hovering over the blue ‘Select”. This selection depends on what data you are interested in pulling. Select your desired Field. In this example we will select Created On.
Step 4: Select Parameters
Working your way from left to right, the next option is to select the parameters. Clicking the drop-down menu, you will have the options to select parameters. Depending on your value selection in the previous step your options might differ from the ones shown in this example. The options in the example below are based on dates, however you could also see Equals, or Contains options as well.
Step 5: Create Additional Specifications
From here, you have the option to skip to the next step or repeat steps 3 and 4 again to further drill down into the details of your desired view. An example of a View created can be seen in the below image, which has a total of 3 lines of specifications.
Step 6: View the Results
Once you have all the parameters set up to your liking you can test the view by selecting the red exclamation mark titled “Results”.
Step 7: Save As
If your Results appear to be correct, and in-line with your desires you can continue to Save As. Once selected, a shadow box window will appear prompting you to name your new View. Enter the name of your View and select Save.
Once Saved your View will now be accessible to you via your Dashboard and in your Views when looking at the entity.
The possibilities of Views and Dashboards that you can create are only limited by your imagination. Using this method to present and analyze data can be used as a work method for yourself but also to present your work to colleagues and senior leadership.
Still not understanding how to create your own custom view? Speak with one of our CRM experts today!
Why are companies choosing Dynamics 365 over other CRM competitors?
Why Microsoft Dynamics CRM – and how it makes you more successful and competitive firm?
Switching from traditional software to CRM is a big step. The software ...
Microsoft Canada 2022 Impact Awards
HSO Receives Finalist Award for Canadian Impact Award in Business Applications Customer ...