Create Custom Views in Dynamics 365: Step-by-Step Guide

September 4, 2024

Welcome to our tutorial on creating custom views in Dynamics 365 for Sales! This step-by-step guide, also applicable to Customer Service and Field Service, will show you how to tailor your views to meet your specific needs and improve your workflow efficiency. In this video, you'll learn how to: • Switch and modify existing views • Add, remove, and rearrange columns • Adjust column sizes for better visibility • Use filters to narrow down your data • Save and manage your custom views By customizing views, you can ensure that the data you interact with daily is organized and relevant, enhancing your productivity. Whether you need to set up personal views or custom views for your team, this tutorial covers it all. Don't forget to like, comment, and subscribe for more Dynamics 365 tips and tutorials. If you have any questions or need further assistance, feel free to reach out! #dynamics365 #CustomViews #sales #CRM #productivity #tutorial #customerservice #fieldservicemanagement Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/Western-Computer-236693736372775/ https://twitter.com/WesternComputer https://www.linkedin.com/company/western-computer

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