Home › Dynamics 365 Customer Engagement (CRM) › Dynamics 365 Change Advanced Find Default View
Dynamics 365 Customer Engagement (CRM) · Feb 17, 2017 · 1 MIN READ

Dynamics 365 Change Advanced Find Default View

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:

 

Carl de Souza
Keep learning. Keep building.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.

Subscribe on YouTube →
Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Your email address will not be published.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 *

Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.