Adding a Personal View in CRM

Microsoft CRM offers numerous built-in data views for each entity, such as views of active records, inactive records, and records owned by you. Each view is more or less an advanced find and shows different data pertaining to the entity depending upon what search criteria are set.


You can swap between different views by using the drop down list on each entity that is found at the location displayed in the screenshot below. In this example, the view of Active Accounts will be edited.

Select Create Personal View from the menu.

In the new window, enter the desired fields to show for the personal view.

Save your view by clicking Save As and entering a new name and, if desired, a description for the new personal view. In this example, it is saved as “Account Search View”.  The new view is saved, and can be found in My Views in the drop down list on each entity.

You can swap between different views by using the drop down list on each entity that is found at the location displayed in the screenshot below.

account view

(The criteria showing which accounts are displayed in the Active Accounts view)

account view active deetz

It is possible to create custom views for different entities in order to display information that is relevant to your specific needs. The following video will walk you through how to set up a personal view in Microsoft CRM.