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. Charts – Pesky Secondary Y-Axis not wanted…
5. Dashboards – View Records to explode into chart and view mode
6. Dynamics 365 – Open Recordset = Fast navigation of lists
7. Recent and Pinned… a reminder of these helpful features
8. Advanced List Filtering – Child records, AND and OR
9. Record statuses, why they’re important and how best to use them
10. Hierarchical data e.g. HQ plus branches…and more
11. How to search for records using advanced filters
12. Bulk Edit
13. Merging Records – keeping on top of data quality
14. Oops, cleared a lookup field by mistake? Here’s what to do
15. Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
16. Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
17. Dynamics 365 – Creating/Modifying System Views
18. Remove Unimportant Emails From Dynamics – CRM Tidy
19. Using Focused View in Dynamics 365 Sales
20. How to add Products in Dynamics 365
21. How to Manage Products in Dynamics 365