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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started FREE CHAPTER 2. The Dynamics CRM Application Structure 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Entity Views and Charts


Entity Views are saved queries against system data. These queries apply filters to present subsets of data as needed. The views also contain formatting details regarding how the data will be displayed, the columns, and their order. Views can be defined programmatically or in XML. When using XML, the views can be exported, modified, and reimported into Dynamics CRM. You can export an entity using an unmanaged solution, modify the entity properties in the XML definition file and then repackage and reimport the solution into your organization.

An Entity View is a saved query available globally throughout the organization. Each entity can have multiple views, with various filter conditions and formatting.

Each entity can have various types of views. They can serve various purposes, and include the following: Advanced Find Views, Associated Views, Lookup Views, Public Views, and Quick Find Views. Also, each entity will have one Default Public View.

Just like any other record...

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