Implementing Microsoft Dynamics 365 Customer Engagement

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. ...