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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Table of Contents (20) Chapters Close

Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Entity views


The following are the main views present for any entity:

  • Active records: This view shows the active records of the entity.
  • Inactive records: This view shows the inactive records of the entity.
  • Associated records view: This view shows the associated records (N:1 and N:N) of the entity with other entities.
  • Lookup view: This view appears on the 1:N control.
  • Advanced find view: This view allows users to create queries, and save and export the results. This can also be converted into a personal view so that the query is saved. Bulk operations, such as updation of records, are also possible using the advanced find view.

To modify any existing view or to create a new one, the user can navigate to Settings | Solution and open a solution containing the entity. The following screenshot explains the steps. For the sake of this example, we will use the out-of-box Contact entity:

Contact View

To modify an existing view, just double click on View:

Active Contact View

To add columns in the view, you...

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