Delete a view
Can I do this task?
This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions
You can only delete a custom public view A view that all Microsoft Dynamics CRM Online users can view. Public views are displayed in the View list for each entity. that has been added to an entity A structure used to manage data. A synonym is "record type". Microsoft Dynamics CRM Online entities include Account, Case, and Activity.. You cannot delete any public view that was created as part of a business entity A standard Microsoft Dynamics CRM Online entity that can be customized or added to a solution. When part of a solution, a business entity might be further customizable, depending on the restrictions placed on it when created. or a custom entity A developer or system customizer can create custom entities in Microsoft Dynamics CRM Online. This entity is created in the customization area and can be included in a solution. A custom entity might be customizable further, depending on the restrictions placed on it when created.. If a custom public view is part of a managed solution A complete solution that has been packaged. A managed solution has partial or full restrictions on customizing solution components. Package and export a solution as a managed solution to control customizing solution components when installed into another organization. While a managed solution may allow customizing one or more components, you cannot add or remove a component. This differs from an unmanaged solution, where you can add or remove components. that was installed, you cannot delete it. However, if the public view was added to a managed solution entity after installation, that public view can be deleted.
In addition, you cannot delete the associated view The view of an entity that is displayed in the forms of other entities. The associated view is different from the views that are visible for the entity in its own area of the user interface. For example, in an account record under Information, click Contacts to view and open a contact form. That is the Contacts associated view. There can be only one associated view of each entity., the Advanced Find view The view used to display results of searches created with Advanced Find., the Quick Find view The view used to display results of searches done using the Search box., or the lookup view The view used when a user clicks a lookup field..
- In the Navigation Pane, click Settings.
- Under Customization, click Customizations.
- In the Customization area, click Customize the System.
- Under Components, expand Entities, and then expand the entity you want.
- Click Views.
- In the Type column, locate a custom view that is a Public View.
- On the Actions toolbar, click the Delete button
. - To finish deleting the view from the Microsoft Dynamics CRM Online system, you must publish it.
- To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.
To publish all customizations you have made to any entities or components, on the Actions toolbar, click the Publish All Customizations button.