Manage and share views in Modern Advanced Find – Dataverse (Dynamics 365 / CRM)

Let us have a quick look at this new feature introduced as part of 2022 Release Wave 1.

Make sure we have updated the environment to 2022 Release Wave 1.

Then navigate to [Environment] >> Settings >> Features

Switch On – Modern Advanced Find and Allow users to hide system view 

Reset Default View
is the only option available before we switch on the Modern Advanced find feature.

After enabling the Modern Advanced Find feature

We get the option to Search Views as well as Manage and share views

Search Views – It allows us to filter / search within the views.

Manage and share views – It opens the dialog listing the views.

We can sort by

  • Personal before system, A to Z
  • System before personal, A to Z
  • A to Z

To hide a view we can select hover and select the option to hide.

With Allow users to hide system views  option switched on, the user has the option to hide system view also, else he could only hide the personal views.

For System Views, we have the option to either Hide or Set as a default view.

For Personal Views, we have more options like 

Hide, Set as default view, Share etc. as shown below.

Learn everything about the new Modern Advanced Find View  –

Hope it helps..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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