Create or edit a system view for an entity

In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
Open the entity for which you want to create a new view or edit an existing view, and then under Details, click Forms and Views. If Forms and Views does not appear, you cannot add or edit views for the entity you selected.
There are two types of views that are centrally administered:
- Public Views. Views that all users can see, including the default public view, and any new views you create from the Customize Entities area.
- System-Defined Views. Views that are provided for all entities, and cannot be deleted or shared: Quick Find Views, Advanced Find Views, associated views, and lookup views.
To create a new public view, on the Actions toolbar, click New. In the View Properties dialog box, in the Name box, type a name for the new view, and then click OK.
- OR -

To edit a view, open the view.
Make any of the following changes to the view:
Change the name or description of a view
1. In the Common Tasks area, click View Properties.
2. In the View Properties dialog box, type the name or description, and then click OK.
Add columns to be displayed in the view
You can include values from attributes from the current entity as well as related entities.
1. In the Common Tasks area:
  - For quick find views or lookup views, click Add View Columns.
  - For all other types of views, click Add Columns.
2. In the Add Columns dialog box, select the Record type.
  By default, the record type that represents the current entity is selected. If you want to add columns from a related entity, select the related entity.
3. Select the check boxes for the attributes you want, and then click OK.
Move a column or field
1. In the View form for the selected entity, click the column you want to move.
2. In the Common Tasks area, use the arrows to move the column left or right.
Change the width of a column
1. In the View form for the selected entity, click the column you want to change.
2. In the Common Tasks area, click Change Properties.
3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
Enable online presence for instant messaging
1. In the View form for the selected entity, click the column you want to change.
2. In the Common Tasks area, click Change Properties.
3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.
Change the sort order of a column
1. In the Common Tasks area, click Configure Sorting.
2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
Remove a column or field
1. In the View form for the selected entity, click the column you want to remove.
2. In the Common Tasks area, click Remove, and then click OK.
Add find columns (Quick find views and lookup views only)
When the user uses a Search for records box for this entity, the find columns will be searched.
1. In the Common Tasks area, click Add Find Columns.
2. Select the columns to add, and then click OK.
Edit the filter criteria for the view (Custom views only)
The filter criteria is set using the same user interface as Advanced Find.
1. Click Edit Filter Criteria.
  The Edit Filter Criteria dialog box is in Detailed mode by default.
2. To add a criteria row:
  1. Click Select to specify the field to filter on.
  2. Click the query relational operator, and select an operator.
  3. Click Enter Value, and enter a value to filter on. For some values, you can click the Select Values button to open the Select Values dialog box and select the value you want.
3. To group criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.
  1. For each row you want to group, in detailed mode, click the Options menu button for that row, and then click Select Row.
  2. On the Filter toolbar, select Group AND or Group OR.
  3. To remove a row from a group, click the Options menu button for that row, and then click Delete.
  4. To select a group, click the Options menu button for that group, and then click Select Group.
  5. To add a criteria clause to a group, click the Options menu button for that group, click Add Clause, and then select the field, query relational operator, and value.
  6. To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
  7. To ungroup a group, click the Options menu button for that group, and then click Ungroup.
  8. To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button for that group, and then click Change to OR or Change to AND.
4. To remove a row, click the Options menu button for that row, and then click Delete. In the confirmation message, click OK.
5. Click Clear to remove all criteria and start over.
6. In the Edit Filter Criteria dialog box, click OK.
Click Save and Close to close the view.
When your customizations are complete, publish your customizations:
- To publish customizations for the entity you are currently editing, on the Actions menu, click Publish.
- To publish customizations for all entities at once, open the Customize Entities list. On the More Actions menu, click Publish All Customizations.
- To publish customizations for specific entities, open the Customize Entities list and select the entities you want to publish. On the Actions toolbar, click Publish.

Important

Any time you change user interface elements or implement form scripts for an entity you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM Online such as custom entities, relationships, or attributes are applied immediately.