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
Users with the necessary privileges A user's rights to perform specific actions on specific record types or to perform tasks. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations. can save Advanced Find A tool used to search for specific records and activities. queries and share them with other users. Management of these saved views Advanced Find searches that have been saved. Saved views are personal views that appear in the View lists for the record types they are searching on. With saved views, you can save the criteria of a search to use again later. You can also share your saved views with others. is decentralized.
Management of system views Views that are associated with record types, managed for the whole organization, and available to all users.System views can be customized by a user who has privileges to customize entities. is centralized and requires that users have special permissions to create and edit.
There are three aspects of system views you can customize:
The columns displayed.
The filter criteria that determines what data is displayed.
For Quick Find Views Views used to display results of searches done using the Search for records box. and lookup views The views used when a user clicks a lookup field., the fields that are searched are called the find columns Columns in quick find views and lookup views that are searched when a user types text to search for..
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 The default view users see when they are in a list., 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 Views used to display results of searches done using the Search for records box., Advanced Find Views Views used to display results of searches created with Advanced Find., associated views Views that are 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 Details, you can 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., and lookup views The views used when a user clicks a lookup field..
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.
The filter criteria is set using the same user interface as Advanced Find A tool used to search for specific records and activities..
Click Edit Filter Criteria.
The Edit Filter Criteria dialog box is in Detailed mode by default.
To add a criteria row:
Click Select to specify the field to filter on.
Click the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value., and select an operator.
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.
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.
For each row you want to group, in detailed mode, click the Options menu button for that row, and then click Select Row.
On the Filter toolbar, select Group AND or Group OR.
To remove a row from a group, click the Options menu button for that row, and then click Delete.
To select a group, click the Options menu button for that group, and then click Select Group.
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.
To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
To ungroup a group, click the Options menu button for that group, and then click Ungroup.
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.
To remove a row, click the Options menu button for that row, and then click Delete. In the confirmation message, click OK.
Click Clear to remove all criteria and start over.
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.
To create views that appear in the Service calendar, create views in the Service Activity, Appointment, User, or Facility/Equipment entities. To see views created in these entities from the Service calendar, users select the view type from the Type list.
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.