Customizing the entity view

A view in Dynamics 365 CE is a list of records for a specific entity. We can create multiple views, or we can modify existing views based on the requirements. Dynamics 365 allows us to control views for both our custom views and our system views. We can add/remove columns to the view in order to display different information from the entity. We can alter different options on views; for example, we can double-click on the record to open it and make a change in the record, and we can also edit multiple records by selecting them from the views. Now, we can also set up an editable grid so that we can modify a record using the grid without opening the record, and we can export a list of records from the view to Excel. Let's have a look at the different types of views available for the entity, as follows:

  • Personal Views are created and owned by the user and can't be accessed by other users unless they are shared. These views are created using the Advanced Find view.
  • Quick Find View is created automatically by Dynamics 365 CE. This is a special view that is available in every view screen, and we can use it to search for specific data based on the Find Columns added to this view. We can add Find Columns while customizing a quick find view.
  • Advanced Find View is used to display the results of the Advanced Find view. This view is also created automatically by Dynamics 365 CE when an entity is created. If required, we can modify this view and can add/remove columns accordingly.
  • Associated View is used to display the result of the association between entities. For example, let's imagine we have a 1:N relationship between an A and B entity. We can see all of the related entity B records in the associated view of entity A. This view is also a system view created by Dynamics 365 CE when the entity is created.
  • Lookup View is displayed to users when searching records for lookup. This is also a system view and is created by Dynamics 365 CE automatically when the entity is created.
  • Custom View also allows us to create our own custom view if required, in which we can add entity fields and set up filter criteria to show specific records under this view. To create a custom view, open our entity from our solution and navigate to the view section. Click on the + Add view button, as shown in the following screenshot:

Once you have clicked on the Create button, that will open a new view designer for us, as shown in the following screenshot:

We can view the display name under the Name field and can design our view by means of drag and drop columns from the left-hand side of the Designer Area, or we can click on the + Add column button to add columns. We can resize the column width by simply using the mouse. We can use the Edit filters option to add our filter criteria for the view that controls the list of records to display in the view. We can use the Sort by option to configure sorting for the record displayed under the view. We can configure sorting for two columns.

Now that we have an understanding of view customization options, let's modify the view for the vehicle entity. We will add the following fields to the vehicle view. Navigate to Views and double-click on the Active Vehicles view, and perform the following steps:

  • Select Created On and click on the Remove button under the Common property dropdown.
  • Click on + Add Column and select the following fields from the list, one by one:
  • Vehicle Name
  • Vehicle Number
  • Customer
  • Make
  • Model
  • Year
  • Click on Save.
  • Click on Publish.

We can follow the same steps to modify all views in a similar manner to add the preceding fields.

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