Create and Share Views - Dynamics 365

Owned by Narayan Sapkota (Unlicensed)
Last updated: Oct 28, 2022
3 min read

Views in Dynamics 365 provide the users the option to visualise data based on their requirement, you can use any filter, add necessary columns, and modify what you would like to see. You can also export, share, and email views.

Create a view

To create a view, follow the instructions below:

  1. Go to the report list you would like to view from the navigation bar.

  2. Modify the default view to the one that you like.

  3. You can use the filter button to your need.

  4. You can use the edit column to change what fields you would like to see.

  5. After the necessary changes are done, click on the view dropdown and click on Save as new view.

  6. Then set a name and click on Save.

Share a view

To share a view, follow the instructions below:

  1. Go to the report list you would like to share from navigation bar.

  2. Click on the arrow next to the default view.

  3. Click on Manage and share views from the dropdown.

  4. Click on the 3 dots next to a view that you would like to share.

  5. Click on Share and search a user or a team that you would like to share your view to.

  6. Tick the user and select the necessary rights and then click on Share button at the bottom.

Video Instructions