Create or edit a view

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Create and edit public or system model-driven app views

You can create custom public views by editing existing views and saving them with a different name or by creating a new view.

Create a new view

1. As described in Access view definitions, from a list view for the entity, on the command bar, select New System View.

2. In the View Properties dialog box, provide a Name and optionally a Description for the view.

3. After you close the properties dialog you can do the following:

   • Choose and configure columns

   • Edit filter criteria

   • Configure sorting

4. When you are finished, select Save and Close.

5. Select Publish All Customizations.

Edit a view

1. Open solution explorer. In the Dynamics 365 Customer Engagement (on-premises) app, select Settings > Settings > Customizations > Customize the system.

2. Under Components, expand Entities, and then expand the entity you want.

3. Select Views.

4. Double-click the view you want to edit.

5. To change the Name or the Description for the view, select View Properties.

6. Do the following:

   • Choose and configure columns

   • Edit filter criteria

   • Configure sorting

7. When you are finished, select Save and Close.

8. Select Publish All Customizations.

Create a new view from an existing view

Follow the procedure to edit a view, except instead of choosing Save and Close, select Save As and enter a new Name and Description for the view.

See also

Create or edit views (overview)