Quick tip: Add columns to your personal views

In Microsoft Dynamics CRM, you can change the columns of information that are displayed for your views. For example:

• Add Country and City columns to your view of contacts to help you plan sales trips.
• Add a Status column to your view of opportunities so you can consider follow-up activities.
• Add an Owner column to your view of cases so you can see who is currently working on what.

You can also add columns to a view so that everyone on your team can view them. You must have the System Administrator or System Customizer security role to do this. For more information, see the article Quick tip: Add columns to your team's views.

To display a new column for your personal views, do the following:

1. On the Standard toolbar, click Advanced Find.

   Tip

   Advanced Find starts with criteria based on where you are in Microsoft Dynamics CRM. If you click Advanced Find from a view, the criteria for that view will be preloaded for you.

   – OR –

   To edit a saved search, on the Standard toolbar, click Advanced Find, click the Saved Views tab, and then double-click the saved view.

2. Specify the search criteria.
3. Specify the columns to include in the search results.
   1. Click Edit Columns, and then click Add Columns.
   2. Select the record type that includes the columns you want to add.
   3. Select the check box next to the column you want to add. If a column isn't listed, contact your system administrator.
   4. Click OK.
   5. The following options are also available:
      • To adjust the width of a column, click the column, click Change Properties, select a width, and then click OK.
      • To reorder columns, select a column, and use the arrow keys to move it to the left or right.
      • To remove a column, select it, and then click Remove.
4. Click OK.
5. Specify the sort order. Click Edit Columns, click Configure Sorting, and specify the column to sort on, and the sort order.

   Tip

   Each view is sorted by only one column. However, after you click Find, you can sort by additional columns. To sort a search results list by an additional column, press SHIFT while you click the additional column header.

   You can only sort on columns from the primary record type.

6. Save the search as a saved view. If you're saving an existing saved view, click Save. If you are saving a new view or want to change the name of the view because you changed the criteria, click Save As.
   • In the Query Properties dialog box, in the Name field, type a name for the search.
   • In the Description box, type a brief description, and then click OK.

   The search is saved as a view and appears on the Saved Views tab of the Advanced Find form. This new view is also available from the list page for the record type in the View box, in the My Views section.

7. Click Find. if you would like Microsoft Dynamics CRM to display the selected records.

Related Links

Quick Tip: Add columns to your team's views

Personal customizations

Find information faster by customizing the Quick Find view