Dynamics 365 CRM System Administrator How To Guide: Modify System Views

Dynamics 365 CRM System Administrator How To Guide: Modify System Views

Every Dynamics 365 System Administrator will need to modify system views. You will get a requirement to add, remove or move a column, to change the way your data is displayed in the view or perhaps need to change the filter that powers the view. Here’s everything you need to know about how to modify system views in Dynamics 365! (Note: This article assumes you are already comfortable working with solution files. If you need more help with solutions, check out this great article.) Below, you will find instructions for both Dynamics 365 Online customers as well as those who are On Premise.

For Online Customers Using Power Apps

In my Solution file, I have added the Opportunity entity and three system views that I want to modify. After adding your components to your solution file, follow these steps to update your views:

1. Navigate to the Entity, then the Views tab at the top (in this example, we are using the Opportunity entity).

In make.powerapps.com, open your solution file and go to the Entity.
Views in the Opportunity entity at make.powerapps.com.

2. Click the Name of the view you want to edit. This will expand the view and open a canvas for you to work with.

Configuring and tailoring a system view in the Power Apps maker.
Configuring and tailoring a system view in the Power Apps maker.
  • On the left-hand side, you can find any unused Fields. It defaults you to the entity you are on (here, the Opportunity), but you can click Related to view related entity data.
  • In the center is your Canvas. Simply click and drag fields from the left and drop them where you’d like them to appear. You can also click on columns in this canvas to change width or rearrange order. Or, highlight a column and remove it. Microsoft gave us the “Easy Button” with this update!
  • On the right-hand side are details about Sorting and Filtering. To adjust either, simply edit them directly in this panel.
We love the new maker experience in Power Apps! It is much more intuitive, simplified and easier for System Administrators to be in control of their own changes and less reliant on partners. #UserAdoptionForSystemAdmins!

In the maker experience of Power Apps, you are able to click and drag everything to accomplish anything you’re looking to do in this one spot. It’s a pretty great upgrade from the user experience from the classic solution designer.

For On Premise Customers

Let’s walk through how to do the following for On Premise customers:

  1. Add new columns
  2. Edit filter criteria
  3. Configure sorting
  4. Remove columns

Unlike the above section for those-who-shall-not-be-named (aka Online customers), you’ll have to do separate things for each of these four tasks. But it’s OK! They’re all done in the same spot, the Common Tasks box of your system view:

Classic Solution Designer: the Common Tasks box is where the magic happens.
Classic Solution Designer: the Common Tasks box is where the magic happens.

Adding New Columns

Add Columns.

Once you have opened up your view in the classic solution designer (as shown in the screenshot above), follow these simple steps to add new columns.

1. In the Common Tasks box, click the Add Columns icon.

2. All unused fields will appear in a box that opens up. It defaults you to Record Type but you can change this to get data from related records.

3. Check the boxes of fields you want to add, then click OK at the bottom.

Select columns to add to the view here, then click OK.
Select columns to add to the view here, then click OK.

4. Now, click on a column until it is outlined in green. Use the left and right arrows in the Common Tasks box to move the field(s) to the spot you want them to appear in the view. (Please resist the urge to look above and see how easy it is for Online customers to do this. It won’t make you feel better!)

Click on a column. When there is a green outline around the column name, use the left and right arrows to move it.
Edit filter criteria

Edit Filter Criteria

If you need to edit the filter criteria, look no farther than the Common Tasks box!

1. Click Edit Filter Criteria (highlighted in this screen shot) to launch the editor.

2. Put on your Advanced Find Expert cap and work on your filter criteria! Make any updates you need to this area, and when you have finished, click OK.

Edit filter criteria for your view.
Edit filter criteria for your view.
Configure sorting

Configure Sorting

Once again, head over to that Common Tasks box.

1. Click Configure Sorting.

2. Select your Sort By field, then select a Then By field if desired.

Configure sort order for your view
Select Sort By, Then By and click OK!

3. Click OK.

Remove Columns

Removing columns is simple. Let’s start at…. you guessed it!… the Common Tasks box!

1. Click on the column you want to remove. Make sure the column name is outlined in green.
2. In the Common Tasks box, click Remove

Select your column, then click Remove.

3. Your CRM system is kind enough to double check before removing this column from the view. If you meant to remove it, simply click OK on this pop-up, otherwise breathe a sign of relief and click Cancel.

Do you want to remove this column?
But are you really sure??!

I’m sorry On Premise customers…. these steps are not as exciting and easy to use as those for the Online customers. But who knows?! Maybe you’ll move online someday! There are pluses and minuses to both sides of the coin. Here’s a nugget to make you feel better about being On Premise: You have control over UI changes and if your company is really into SSRS reporting and direct querying of your SQL database, this is an easy task for On Premise peeps (not so simple for Online)!
Learn More in the System Administrator How To Series

This section will be updated as more articles are written in the How To Guide for System Administrators.

Heidi Neuhauser
Posted on:
Heidi is Director of CRM Projects at Reenhanced. With more than a decade of experience in CRM, she has a wide variety of industry and product knowledge working with organizations of all sizes (from small non-profit organizations to Fortune 100 companies) to implement and rescue CRM and train end users. Heidi is a Microsoft Certified Professional with numerous Microsoft CRM Certificates and a CRMUG All-Star.
Post author
%d bloggers like this: