Sunday, 8 November 2015

Copy/ Create Views in Dynamics CRM 2011/2013/2015


Most of the times we get the requirement to create views as same as the existing views and some of the filter conditions and columns.

Creating views is always tedious job and time-consuming process. As we all know, Dynamics CRM is always smart.

We can quickly copy an existing view to use as a starting point for a new view. This can be a big time-saver if you have a complex view that you need to create a small variation of.

To do this,
1) Just navigate to the list of views for an entit
2) Open the view you want to copy
3) Click the Save As button in the menu bar.
 4) Enter a new name for the view and it will be saved as a copy of the original.

5) You will see a new view created.

Hope this helps.

Happy CRM'ing