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.

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

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