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Home > Dynamics 365 > Dynamics 365 – Create/Modify Views using App Designer

Dynamics 365 – Create/Modify Views using App Designer

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’

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  • Open the ‘Sales’ app in ‘App Designer’ by clicking ‘OPEN IN APP DESIGNER’

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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

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  • 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.

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  • Expand the ‘Filter Criteria’ tab to update the filter

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  • To add new view, click ‘Create New’ from your ‘App Designer’

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With the ‘App Designer’, you can perform all the view customizations, which you can do with conventional view editor.

Refer article  for more details.

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