Monday, December 27, 2021

Set a view as a default view in D365 CE [System User]

With the recent and frequent updates on D365 CE, there are many subtle changes that go un-noticed. The one that I noticed was to be able to setup a view as a default view by a business or system user rather than system admin.

Here are the steps:

  • Suppose this is my default Accounts view (Active Accounts) and I want to change it to "My Active Accounts" view.


  • Select "My Active Accounts" View.

  • Scroll down to the bottom of the list of views and select "Set current view as my default"

  • Now there would be a mention of "Default" near "My Active Accounts" view.

Hope that helps!