Views Girish Uppal Dynamics 365 Customer Service

Different Views in Dynamics 365

There are different views in Dynamics 365 Applications. Some Views are just for representational purposes whereas some holds significance as a part of security permissions.

Based on my exploration, I have classified different type of Views available in Dynamics 365 applications. 

The listing of the views are as follows:

Public views are the views within the application which are accessible by all

 

Personal Views are the views which can be accessed only by the user who has created and the user to which these views are shared. It is represented by a person icon alongside its name.

 

Default views are the views which gets displayed whenever the table or entity is viewed as a part of listings. Any public views can be marked as a Default view and there can be only 1 default public view. Other view types like Lookup view, Advanced Find view, Quick Find view, Associated view can each have 1 default public view of their corresponding type.

 

Org chart view are the new type of view which is mostly used to display the hierarchical visual information for a specific entity. It is mostly used to represent contacts within an account. Customized hierarchies can be set based on a drag and drop authoring canvas interface.

 

Hierarchy View is a classic visual interface to represent a set of hierarchical relationship for an entity / table. Contacts hierarchy, Product categories etc. can be represented using this view. The hierarchy for the related records is shown in a Tree view with individual nodes represented as a tile.