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Archive for March 19, 2018
Dynamics 365 – Create/Modify Views using App Designer
March 19, 2018
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In this article, I am going to detail, how views can be created or modified using App Designer.
Open ‘App Designer’:
- To start off, go to ‘My Apps’ by navigating to ‘Settings –> Application –> My Apps’
- Open the ‘Sales’ app in ‘App Designer’ by clicking ‘OPEN IN APP DESIGNER’
Add/Edit Views:
Once the ‘App Designer’ loads, lets see how to modify Account’s ‘Active Accounts’ view
- From the ‘App Designer’ window, under ‘Entity View’ section, select the ‘Views’ tab from ‘Account’ row.
- On the right side ‘Public Views’ tab, select the View you want to modify (i.e., ‘Active Accounts’ in my case)
- After selecting the view from right window, back to ‘Views’ tab and expand, open the ‘Active Accounts’ to Edit
- To add new column, click on ‘Add’ button, choose Primary or Related entity to add the fields from and drag and Drop the column you want.
- Expand the ‘Filter Criteria’ tab to update the filter
- To add new view, click ‘Create New’ from your ‘App Designer’
With the ‘App Designer’, you can perform all the view customizations, which you can do with conventional view editor.
Refer article for more details.
🙂
Categories: Dynamics 365
App Designer, Dynamics 365, View Editor