The Secret to Creating and Modifying Views in Dynamics 365
Автор: Unraveling the Microsoft Dynamics 365 Secrets
Загружено: 2023-02-27
Просмотров: 683
Описание:
In this video, we'll be revealing the secret to creating and modifying personal views in Dynamics 365. Personal views are a powerful feature that allow you to tailor the way you see and work with your data in Dynamics 365. Whether you're a salesperson, customer service representative, or an executive, personal views can help you stay organized and focused on what's important.
We'll start by showing you how to create a new personal view from scratch, including selecting the right columns, sorting, and filtering criteria. Then, we'll walk you through the process of modifying an existing view, including adding new columns, changing the sorting, and updating the filter criteria.
Throughout the video, we'll also share some tips and tricks for working with personal views in Dynamics 365, including how to set default views, use advanced find, and create views for different record types.
If you want to learn the secret to creating and modifying personal views in Dynamics 365, then this video is for you! Don't forget to like and subscribe for more Dynamics 365 tips and tricks.
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