Customize views

In Dynamics 365 Sales Professional, use views to define how a list of records for a specific entity is displayed. A view defines:

  • The columns to be displayed.
  • The width of columns displayed.
  • How the list of records is sorted by default.
  • What default filters are applied to restrict which records will appear in the list.

The records that are visible in individual views are displayed in a list, sometimes called a grid, which frequently provides options so that people can change the default sorting, column widths, and filters to more easily see the data that’s important to them. Views also define the data source for charts that are used in the application.

Views available

For more information on customizing views, see Customize views (Sales Professional).