The way you build a D365 view hasn’t changed for years. If you are used to building system views you will have learnt (all be it with some grumbles) of the limitations on the actual way you put everything together and how it is built.
With the new interface in town for solutions via PowerApps https://make.powerapps.com the way you can now build a view has changed completely. Microsoft have given us easy ways to filter, a drag and drop and even better (in my opinion) the ability to preview your view without having to save and publish the solution / entity.
So lets look at creating a new view in the account Entity. I have created a solution and added in Accounts
Navigate to the Account Entity and then click on the views tab
Click on Add View to create a new view and then give the view a name
The primary key is by default your first column, but you can add new columns by dragging them across or by clicking on the plus to the right of the first column and then searching for the field / column and clicking to add to the view
Your column can easily be resized by simply dragging as you would in excel. You can also drag and drop the columns where you want then to go. No more selecting and then having to click move right / left however many times.
Now that you have it in the correct place you want to put a filter on. Simple! Click on the drop down and choose filter by.
Choose your filter then click on apply (I chose contains no data). There is no real difference to the options you are used to. Just a cleaner screen to apply on. When you click on apply, the nice thing is you can see straight away how it looks with the data preview.
Add in as many columns as you wish and then when done click on save, and then publish top right
And that is all there is to adding your views. I hope you enjoy the new method as much as me.
Feel free to follow me on Linked in to see my updates or, if you prefer they will be linked to ISC Software Solutions on Facebook as well as the ISC Software Website.
