Dynamics 365 Views and Personal Views… build your own ad-hoc reports.

This time it’s all about creating your own views/list filters and saving them as personal views – here’s a 5 minute video, in it we cover:

1. Column filters
2. Adding, removing and moving columns
3. Saving as a new personal view
4. Changing your default view
5. Personal vs system views

Views are critical to understanding your data and business better, and provide the data foundations needed to power your charts…

If you know a colleague who’d be interested in these videos, let us know at club@allmysystems.co.uk

AMS Club – Dynamics Sales

You can browse each lesson here, or follow the course in our recommended order below

1. Charts 101
2. Charts… just the way you want them
3. Views and Personal Views… build your own ad-hoc reports
4. Dashboards – View Records to explode into chart and view mode
5. Dynamics 365 – Open Recordset = Fast navigation of lists
6. Recent and Pinned… a reminder of these helpful features
7. Advanced List Filtering – Child records, AND and OR
8. Hierarchical data e.g. HQ plus branches…and more
9. How to search for records using advanced filters
10. Merging Records – keeping on top of data quality
11. Oops, cleared a lookup field by mistake? Here’s what to do
12. Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
13. Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
14. Dynamics 365 – Creating/Modifying System Views
15. Remove Unimportant Emails From Dynamics – CRM Tidy
16. Using Focused View in Dynamics 365 Sales
17. How to add Products in Dynamics 365
18. How to Manage Products in Dynamics 365