Dynamics 365 Change Advanced Find Default View

1 Comment

When using Advanced Find in Dynamics 365, you will notice there is a default view. For example, with Opportunities, with New selected as the view:

The following fields will always be displayed:

In order to change the default view, go to the entity in Customizations. Here, you will see an “Advanced Find View”:

Open the view and you will see the default fields.

Click Add Columns to add any new columns, just like you would when creating an Advanced Find view.

Let’s add the Sales Stage to the default view and publish the solution.

Now, when we run the advanced find for opportunities with a “New” view, we see this default view has the new field added:

 

THANKS FOR READING. BEFORE YOU LEAVE, I NEED YOUR HELP.
 

I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM.

IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL.

THANK YOU, AND LET'S KEEP LEARNING TOGETHER.

CARL

https://www.youtube.com/carldesouza

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

One Response to Dynamics 365 Change Advanced Find Default View

  1. Thanks for the post… however is it possible to exclude a column at all. Not in the filter but in the view? The issue is that I made a field unsearchable, so it doesn’t appear in the filter. But when editing the view, this column is still visible

Leave a Reply

Your email address will not be published. Required fields are marked *