Creating a Private View in Dynamics CRM 2013

Private views can be helpful for grouping together relevant information, views can also be shared with others but start off as private to the creator.

Creating a Private View

1. Go to the overview for the record type that you will be creating a view for, during this guide I’ll create a new view that groups all active NHS Trusts together.

2. To start open the ADVANCED FIND tool by locating the button in the command bar, on smaller screens it might be in the More Commands area in the command bar (Shown by …)

CreatingViews1.PNG

3. A pop-up window should now appear containing the details for the current view, now either click New or modify the current settings by clicking Details.

4. Below the ribbon you should now be able to either modify or add filters to your new view, this can be done by clicking the underlined elements if available or by clicking Select and then creating a new filter. filters can be grouped by AND and OR operators by clicking the small drop down left of a filter then clicking Select Row for each filter to be grouped.

 PrivateViews3.PNG

5. Once you’ve setup a filter as above you can test to make sure you get the correct results by clicking Results in the ribbon.

PrivateView4.PNG

6. Once you’ve tweaked your filters as needed the next thing you’ll likely want to do is change what information the view shows, so to start modifying what columns are displayed click Edit Columns in the ribbon.

PrivateViews4.PNG

7. A new pop-up window will appear displaying the columns that your view will display, you can modify existing columns by selecting them by left clicking then clicking Change Properties on the right hand side.

PrivateViews5.PNG

8. Columns can also be moved around by selecting the column as before then clicking the left or right facing arrows on the right hand side of the pop-up.

PrivateViews6.png

9. Once done click OK and then click either Save or Save as to save the view so it can be used.

PrivateViews7.PNG

Advertisement

16 thoughts on “Creating a Private View in Dynamics CRM 2013

  1. Currently it appears like Drupal is the best blogging platform available right now.
    (from what I’ve read) Is that what you are using on your blog?

    Like

  2. Hmm it looks like your blog ate my first comment (it was extremely long) so I guess I’ll just sum it up what I submitted and say, I’m thoroughly enjoying your blog. I too am an aspiring blog writer but I’m still new to the whole thing. Do you have any points for newbie blog writers? I’d certainly appreciate it.

    Like

    1. Hello Corbur,
      Sorry about that the spam filter can be a little over-eager at times, and I’m not exactly a professional when it comes to blogging so my only advice would be to find something you’re genuinely interested in and write about it. I find that when I’m interested in a specific thing I can write an article in 15 minutes compared to the hours it can take to get something out about a blander topics. If there’s anything in particular you’d like to know then by all means feel free to ask.

      Like

  3. “Best Blogpost! Hello mates, nice post and good arguments commented here, I am in fact_ enjoying by these.”

    Like

  4. “Great Blogpost! Hi there! This is my first comment here so I just wanted to give a quick shout out_ and tell you I genuinely enjoy reading through your posts. Can you recommend any other blogs/websites/forums that deal with the same topics?”

    Like

  5. Heya i am for the first time here. I found this board and I find It truly useful & it helped me out a lot. I hope to give something back and aid others like you aided me.

    Like

  6. Simply want to say your article is as astonishing. The clearness in your post is just excellent and i can assume you’re an expert on this subject. Well with your permission allow me to grab your feed to keep up to date with forthcoming post. Thanks a million and please continue the gratifying work.

    Like

  7. I know this if off topic but I’m looking into starting my own weblog and was curious what all is needed to get set up? I’m assuming having a blog like yours would cost a pretty penny? I’m not very web savvy so I’m not 100% positive. Any suggestions or advice would be greatly appreciated. Thank you

    Like

    1. Not particularly no, if i remember correctly I’ve only spent £10 which was all on the domain. The rest is WordPress using a custom theme. Realistically there is no reason you couldn’t build your own blog with no knowledge and for free.

      Like

  8. Hello There. I discovered your blog using msn. That is a very neatly written article. I will make sure to bookmark it and return to read more of your helpful info. Thank you for the post. I’ll definitely return.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.