[Applies to: Microsoft Dynamics CRM 4.0]

Set the default view for an entity

Can I do this task?

You can change the default view A filter applied to a list of records.Users can choose different views that contain all the records or activities of a particular type or that are a subset of that type. in the View list when users open an area that displays a list of entities such as appointments, accounts, or contacts. For example, if your organization is set up so that users manage their own appointments, you can change the default view for Appointments from All Appointments to My Appointments.

You can make any public view, including custom views, the default view for an entity. The status is listed in the Status column in the Forms and Views list.

1. In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
2. In the View list, select Customize Entities.
3. In the list of customizable entities, double-click the entity for which you want to set a default view.
4. Under Details, click Forms and Views, and then in the View list, select Public Views.
5. In the list of views, select the public view you want to set as the default. The view type is indicated in the Type column.
6. On the Actions toolbar, click More Actions, and then click Set Default.
7. On the Actions menu, click Publish.
8. Click Save or Save and Close.

Notes

• The default public view is listed as Default Public View in the Type column.
• Not all record types have public views. If there are no public views you cannot set a default.

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