Microsoft CRM offers numerous built-in data views for each entity, such as views of active records, inactive records, and records owned by you. Each view is more or less an advanced find and shows different data pertaining to the entity depending upon what search criteria are set.
- Learn how to create a Personal View in CRM using the native Advanced Find tool.
- Dynamics 365
You can swap between different views by using the drop down list on each entity that is found at the location displayed in the screenshot below. In this example, the view of Active Accounts will be edited.
Select Create Personal View from the menu.
In the new window, enter the desired fields to show for the personal view.
Save your view by clicking Save As and entering a new name and, if desired, a description for the new personal view. In this example, it is saved as "Account Search View". The new view is saved, and can be found in My Views in the drop down list on each entity.