Mastering Microsoft Dynamics CRM 2016: An advanced guide for effective Dynamics CRM customization and development by Deepesh Somani

Author:Deepesh Somani [Somani, Deepesh]
Language: eng
Format: epub
Tags: COM051430 - COMPUTERS / Software Development and Engineering / Project Management, COM051380 - COMPUTERS / Programming / Microsoft, COM088000 - COMPUTERS / System Administration / General
Publisher: Packt Publishing
Published: 2017-11-28T00:00:00+00:00

Contact View

To modify an existing view, just double click on View:

Active Contact View

To add columns in the view, you can click on the Add Columns button appearing on the right-hand side of the popup window. This will open a list of columns that the user can select. Dynamics CRM also provides the capability of adding the attributes of related entities:

Contact View Add Columns

To edit the filter criteria, that is, conditions that will be applied on the records present in the entity, you can click on the Edit Filter Criteria link, and then select the column attribute and the appropriate filter value:

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