2011 User's Guide Copyright

Change the appointments view

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

You can change the default view in the View list when users open an area that displays a list of entities such as appointments, accounts, or contacts. For example, if your organization is set up so that users manage their own appointments, you can change the default view for Appointments from All Appointments to My Appointments.

You can make any public view, including custom views, the default view for an entity. The status is listed in the Status column in the Forms and Views list.

1. 
   In the Navigation Pane, click Settings, click Customizations, and then click Customize the System.
   
2. 
   In the View list, select Customize the System.
   
3. 
   In the list of customizable entities, double-click the entity for which you want to set a default view.
   
4. 
   Under Common, click Forms and Views, and then in the View list, select Public Views.
   
5. 
   In the list of views, select the public view you want to set as the default. The view type is indicated in the Type column.
   
6. 
   On the Actions toolbar, click Actions, and then click Set Default.
   
7. 
   On the Actions menu, click Publish.
   
8. 
   Click Save or Save and Close.
   

• 
  The default public view is listed as Default Public View in the Type column.
  
• 
  Not all record types have public views. If there are no public views you cannot set a default.
  
  
  

Customize the entity view

1. 
   Click Save and Close to close the view.
   
2. 
   To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.
   

To create views that appear in the Service calendar, create views in the Service Activity, Appointment, User, or Facility/Equipment entities. To see views created in these entities from the Service calendar, users select the view type from the Type list.

Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Microsoft Dynamics CRM such as custom entities, relationships, or fields are applied immediately.

Related Topics Understanding Entities 499 Find Things 8

Edit the Quick Find view

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Views.
   
6. 
   In the Type column, locate Quick Find View. Double-click the view.
   
7. 
   Modify the fields that are searched.
   

1. 
   In the Common Tasks pane, click Add Find Columns.
   
2. 
   Select the check boxes for the columns you want to add, and then click OK.
   

8. 
   Modify the columns that are displayed.
   

• 
  Add a column:
  

1. 
   In the Common Tasks area, for Quick Find Views, click Add View Columns, or for other types of views, click Add Columns.
   
2. 
   Select the check boxes for the columns you want to add, and then click OK.
   

• 
  Move a column:
  

1. 
   Click the column you want to move.
   
2. 
   In the Common Tasks area, use the arrows to move the column left or right.
   

• 
  Change the width of a column:
  

1. 
   Click the column you want to change.
   
2. 
   In the Common Tasks area, click Change Properties.
   
3. 
   In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
   

• 
  Remove a column:
  

1. 
   Click the column you want to remove.
   
2. 
   In the Common Tasks area, click Remove.
   
3. 
   In the confirmation message, click OK.
   

• 
  Change the sort order of a column:
  

1. 
   In the Common Tasks area, click Configure Sorting.
   
2. 
   In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
   

• 
  Enable online presence for instant messaging:
  

1. 
   In the View form for the selected entity, click the column you want to change.
   
2. 
   In the Common Tasks area, click Change Properties.
   
3. 
   In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.
   

9. 
   Edit the filter criteria for a view.
   

• 
  Click Edit Filter Criteria.
  

• 
  To add a criteria row:
  

1. 
   Click Select to specify the field to filter on.
   
2. 
   Click the query relational operator, and select an operator.
   
3. 
   Click Enter Value, and enter a value to filter on. For some values, you can click the Select or change the values for this field button to open the Select Values dialog box and select the value you want.
   

• 
  To group criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify filter criteria for these fields can be grouped. However, rows with field values from different record types, such as Account and Opportunity record types, cannot be grouped.
  

1. 
   For each row you want to group, in detailed mode, click the Options menu button for that row, and then click Select Row.
   
2. 
   On the Filter toolbar, select Group AND or Group OR.
   
3. 
   To remove a row from a group, click the Options menu button for that row, and then click Delete.
   
4. 
   To select a group, click the Options menu button for that group, and then click Select Group.
   
5. 
   To add a criteria clause to a group, click the Options menu button for that group, click Add Clause, and then select the field, query relational operator, and value.
   
6. 
   To unselect a group that has been previously selected, click the Options menu button for that group, and then click Deselect Group.
   
7. 
   To ungroup a group, click the Options menu button for that group, and then click Ungroup.
   
8. 
   To change a Group AND group to a Group OR group, or a Group OR group to a Group AND group, click the Options menu button for that group, and then click Change to OR or Change to AND.
   

• 
  To remove a row, click the Options menu button for that row, and then click Delete. In the confirmation message, click OK.
  
• 
  Click Clear to remove all criteria and start over.
  
• 
  In the Edit Filter Criteria dialog box, click OK.
  

10. 
    Click Save or Save and Close.
    
11. 
    On the Actions toolbar, click Publish.
    
12. 
    When the customizations are published, a confirmation message appears.
    

If a business entity has been customized, it might have different properties than what is described in Help. There will not be Help that is specific to the custom entities your organization creates. There is Help that describes how to create and use custom entities.

Related Topics Configuring Personal Options 190 Find Things 8