Setting the default view for a CRM 3.0 Entity
30
Aug
Posted by: mitch in: Customization, Dynamics CRM
If you would like to globally change the default View for an entity within CRM, perform the following steps from the CRM Web Client logged on as someone who has at least the System Customizer role:
- Select Settings, Customization.
- Edit the Entity you wish to change.
- Select the Forms and Views page.
- Click once on the View you wish to make the Default.
- Click the More Actions button.
- Click Set Default.
- Click save and close
- Click Publish.
- Navigate back to a CRM area where that entity is visible.
- Click on the Entity to show its contents.
- Verify that the View: is what you just selected in step 4.
That's it.
2 Responses
Ashwini
29|Oct|2008 1Hi,
Could pls let me know how to set the default public view based on the role of the user who as logged in?
Thanks in advance
mitch
29|Oct|2008 2Unfortunately, there is no way to do what you wish. It is a common request, so you're not alone.
Thanks, Mitch
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