Dynamics 365 Change Advanced Find Default View

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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