Chapter 8. Entity Customization: Views and Charts

In this chapter, we continue our journey with entity customizations and give a detailed explanation of views and charts.

Customizing Views

Microsoft Dynamics CRM uses views to display multiple records at one time. You can customize almost all of the views used in Microsoft Dynamics CRM to display only the data you want your users to see. You also can create your own custom views to display different data sets. First, we define the various components of a view, as shown in Figure 8-1:

  • Quick Find Users can enter search terms and click Find to search within the view.

  • View Selector This list shows all of the predefined ...

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