Crm Newshubb
Advertisement
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us
No Result
View All Result
Crm Newshubb
No Result
View All Result
Home CRM Software & Tools

General Overview of Dynamics 365 Views – CRM Software Blog

admin by admin
February 13, 2023
in CRM Software & Tools


This is Steve Pestillo from P2 Automation. This is the first video in a short miniseries where we’re going to cover Views in Dynamics 365 and PowerApps.

A View is essentially a list. You’re looking at the All Accounts View on the screen right now. Views have columns, account names, street, city, state, etc., filters, this particular view has no filter. You’re seeing all accounts and some of those columns are sorted. In this case, we can see that the Account Name is sorted alphabetically, and that’s indicated by the arrow that points up. If I click up here to the View Selector, I can look for additional Views, like Active Accounts. This one does have a filter, so there are 426 records in the All Accounts View. This one has 420, so it’s filtering the Status equals Active. If you want to look at the Inactive, we should see the other six.

It’s also important to know the difference between Global Views and Personal Views. Most of the Views you see here are Global Views, and these are the Views that are available out-of-the-box, meaning you just install CRM and they show up. The Personal Views are specific to one or more users. One big difference with the Global Views, you need to be a system admin or a customizer to set those up and modify them, but Personal Views can be set up by you, the individual user. You’ll also notice Personal Views have a little symbol next to it, that’s a person, and lastly you’ll see that one of the Views is always tagged as the default, meaning if you click on Accounts, that’s the View that shows up.

In the next few videos, I’m going to show you how you can customize these views to fit the way you work every day.

If you’d like more information on how we can help you with your CRM system, reach out to us today at www.p2automation.com.



Source link

Previous Post

Dynamics 365 + SharePoint Document Management

Next Post

Sales Automation vs. Marketing Automation

Next Post

Sales Automation vs. Marketing Automation

Recommended

Dynamics 365 Business Central vs. Dynamics 365 Finance: a comprehensive overview – CRM Software Blog

November 20, 2022

Updates to Field Service & Power Virtual Agents in 2022 Release Wave 2 – CRM Software Blog

August 10, 2022

Application of Location Intelligence across Industries within Microsoft Dynamics 365 CRM – CRM Software Blog

August 30, 2022

Vtiger CRM Blog » Overview of REST APIs

December 15, 2022

Don't miss it

News

Quality audit and its benefits to your business

March 29, 2023
CRM Software & Tools

Using External Storage for Your Dynamics 365 Attachments

March 28, 2023
News

Security & Scalability: Foundational IT Needs

March 28, 2023
News

Boost your Customer Base with Vtiger Lead Generation Tools

March 28, 2023
CRM Software & Tools

RevOps Strategic Approach to Align Sales, Marketing and Customer Success – CRM Software Blog

March 27, 2023
CRM Software & Tools

How to Hire Microsoft Dynamics 365 Developer

March 26, 2023
crm-white

© CRM News Hubb All rights reserved.

Use of these names, logos, and brands does not imply endorsement unless specified. By using this site, you agree to the Privacy Policy and Terms & Conditions.

Navigate Site

  • Home
  • News
  • CRM Software & Tools
  • Contact us

Newsletter Sign Up

No Result
View All Result
  • Home
  • News
  • CRM Software & Tools
  • Contact us

© 2022 CRM News Hubb All rights reserved.