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How to use Saved Views in Dynamics 365 F&O

February 28th, 2020 Intech SystemIntech System Dynamics 365, Dynamics AX, Microsoft Dynamics

Personalization and the comfort of use for more reliable user experience have continually been the need of an hour for businesses. Previously, users could only have just a single set of personalization perform. Furthermore, if required necessary details like subtotals or group-wise detail of data, then they were solely reliant on reports for the same. To provide more satisfying user experience Saved Views can be used in specific following ways:
Views permit users to have multiple named personalized view of data perform, which allows them to instantly switch between views as and when required. That enables a user to create multiple views of a page, where every view has been built to satisfy the needs of performing a business task.
For example, one can have two or more different views for the transaction option of the inventory management module.

 

saved views
Standard View

 

saved views
Customized View as per requirement

Views that are created for page types can also include user-added filters or sorts, which allows users to quickly return to commonly filtered datasets.

 

savedviews
Data filtered based on issue status as “sold”

Views are not automatically saved when a user performs explicit changes or filters a list. Saving the views explicitly is required to provide flexibility in building a view. One must save a view before or after the modifications associated with the view is created. Moreover, one must ensure that view definitions are not accidentally altered by filters.

 

Types of views:

  • Standard view: As the name suggests, the Standard view (previously known as the Classic view) is the out-of-box view of the page, where no explicit personalizations are applied

 

saved views

Standard View

  • Personal views: These are views without locks, that either one has created or that an administrator has given to the user

 

personal view
User-created view
  • Locked views: These are the views such as the Standard view which you can’t edit. However, implicit changes that reflect page usage are automatically saved. These implicit changes include a change to the width of a grid column or expansion or collapse of a FastTab
  • New views: Published views that have not yet been opened are positioned with a spark to the left of the view name

Creating a customized saved view

To apply a filter on data and create a view, one must follow the below steps:

 

record view
Applying a filter to fetch desired records

After applying filter following data will be fetched.

 

filtered views
Filtered data

Once the desired data is fetched as per the requirements, one needs to save the view so that it will available to everyone for use.

 

New filter
Saving the newly applied filter

One can also pin the view to make it a default view for everyone.

 

default view
Pin the view to make it as Default View

Next time, when you try to open all vendor’s option you will get vendor details with group-id 10 only as the default view used in this case is fetching records based on that criteria.

Applying more customizations

One can also group data in a view or find total based on the group in view. These features come handy in many cases. Previously, to perform any task that needs customization or conditional output with calculation and other personal user experiences, users had to be dependent solely on reports and development. Now with saved view users have the choice to view data as per requirement and even save that personalized output just with ease.
An example of group data and to display the total for a specific column based on that group is given below.

 

Transactions Views
Fetching the transactions

To group data based on issue status, follow the below-mentioned steps.

 

group data
Grouping data based on issue status

 

group data
Data grouped based on issue status

Right-click and select “total this column”, to get total based on the group.

 

Total base
Generating total based on group

 

display data
The total displayed at the top based on the group “Purchased”

One can also hide certain columns based on the requirements.

 

Hide data

Let’s assume that CW Quantity is not required as of now. To get the desired view without a specific field, right-click and select “Hide this column”.

 

quantity view
CW Quantity being hidden from the view.

Saved views in Dynamics 365 Finance and Operations is significantly simplify the user experience and improve productivity with minimal efforts. To know more about Dynamics 365 Finance & Operations, feel free to contact us.

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