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Working with System Views and Related Entities

Working with System Views and Related Entities

  • Comments 6

Views allows you to display data in Microsoft Dynamics CRM in a customized manner, designed for the way you work. Creating them is easy and only requires a few clicks. The types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’, etc. You can modify and create entity specific views. Not only does a view allow you to view data from the record but also any records associated to it. This is very convenient when browsing data.

Here is an example of associating an opportunity to a custom entity; let’s call it UserActivityTime. Next, let’s modify the system views to show some data from the opportunity record.

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Finally, select the attributes of the record.

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*In this example the Est. Revenue field and the Est. Revenue base fields get crossed on the form. So we’d use the base value to see the Est.Revenue.

The modified view now shows the new columns.

image

Cheers,
Jon White



  • "Not only does a view allow you to view data from the record but also any records associated to it."

    We call this the "one away" problem - you can only add attributes to the view that are "one entity" away from the primary.  FetchXml supports multiple levels of joins, so is there a plan to support this in the UI?  Thanks!

  • I have seen problems with putting any BASE attribute on a form. This is an internal field used for multi-currency situations.

  • I want to create a view from Account where I can see all the activities from this account and contacts related to this account, from the last month.

    Is there a way to achieve that?

  • I would like to hide system views that I don't use. How does one go about that?

  • Lo, the System Views can be hidden by registering a pre-event plugin on the RetrieveMultiple Message for the savedquery entity and manipulating the QueryExpression being passed into it.

    The Programming Microsoft Dynamics CRM 4.0 book by Sonoma Partners has a sample on page 161 of doing this.

  • I want to change the columns when viewing the leads in a Quick Campaign like I change the list of members in a Marketing List.  Is that possible and if so where is that done?

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