Microsoft Dynamics® CRM Training
Modifying A System View
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This lesson is designed to demonstrate how to modify a system view in Microsoft Dynamics CRM. It is important to note that system views are different than personal views. While personal views are visible only to the creator and those that they are shared with, system views are visible to all users and can only be created or modified by system administrators. To modify a system view, begin by logging in to Microsoft Dynamics CRM. From the homepage, click the menu icon, then Settings, and choose Customizations within the Customization column. On the page that appears, click Customize the System, and a new window will open. Within this window, navigate to the entity for which you’d like to modify a view. Please note that you can modify the view for everything from accounts to opportunities to queues. Today, I’ll show you how to modify the system view for won opportunities, but the same process applies to all system views within Microsoft Dynamics CRM. I’m going to navigate to Entity, Opportunity, then Views. The page that appears will display all of the system views that currently exist for the chosen entity. I’m going to scroll down to the bottom of the list and double-click on Won Opportunities, since this is the view I’d like to modify. Within the window that opens, we can modify the system view by adding, removing or rearranging columns. To add a column, click Add Columns in the Common Tasks pane along the right side of the window. In the window that appears, check the box for the column you’d like to add, then click OK. Today, I’ve added the Owner column. To rearrange columns, click the name of the column you’d like to move. You’ll know you’ve selected it when a green box appears around it. Then, use the arrows in the Common Tasks pane to move it to the desired location in the view. For example, if I wanted to move the Owner column I just added so that It was between the Topic column and the Potential Customer column, I would click the left-facing arrow until it is appropriately situated. To remove a column, click the name of the column to select it. For today, I’ll remove the Actual Revenue column. Again, the green box will appear around the name of the selected column. Next, simply click Remove in the Common Tasks pane, then OK, and the column will be removed. When you’re finished modifying the system view, click Save and Close, and you’ll be taken back to the list of system views. Click the Publish All Customizations button in the upper left corner of the page, and wait while CRM publishes your changes. Once it finishes, click the X in the upper right corner of the window. To see the changes, back in the main window of Microsoft Dynamics CRM, click the menu icon, then navigate to the item for which you’ve modified a system view. So, for today, I’ll navigate to Sales, and choose Opportunities within the Sales column. Next, I’ll click on the dropdown list of opportunities and select Won Opportunities. The page that appears is the system view for Won Opportunities. I can see that the Owner column has been added and situated between the Topic and Potential Customer columns, and the Actual Revenue column has been removed. In addition to the way I just demonstrated, you can also modify a system view directly on the system view page. For example, from here, I can click the ellipses next to the Search button, and choose View to bring up the same window where we added, rearranged, and removed columns just a minute ago. Modifying a system view is a great way to ensure that users see all of the information they need, organized in the way that makes the most sense for what type of data is being displayed.