Design Views in App Designer - D365 - CloudFronts

Design Views in App Designer – D365

Posted On April 11, 2018 by Subhash Mahato Posted in 

Introduction:

Create and edit public or system views by using the app designer

Description:

Dynamics 365 sales app designer allow us to create/edit system view using the app designer. In this example we will use the sales app and account entity for view design.

Design:

  1. Go to Setting > select My Apps.
  2. And open the sales app in app designer.
  3. We can define the filter criteria with and/or condition.
  4. Select the account view and click on the create new view from the components tab.

Adding Column:

  1. Now you will able to see the designer page of a view.
  2. You can add the column to the view from the components tab I have added the account number column. You need to drag and drop.
  3. After adding few columns.
  4.  

Adding Filter:

  1. We can add the filter criteria which will show only related record.
  2. We can define the filter criteria with and/or condition
     

Save the view:

  1. Provide the view name and save it
     

Column Sorting:

  1. You can define the primary and secondary sorting column

Publish:

  1. Finally, you need to publish the view as shown

Conclusion:

So, this is another quick way you can create Views than just traditionally creating from within Solutions in D365.


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