Using Focused view in Dynamics 365


Focused view in Dynamics 365 that allows users to view and manage all their records in one place, allowing them to be more productive, as they can stay on track and avoid getting sidetracked by switching between multiple screens to find the information they need.

We can enable and disable it for all the records from the Power Platform Admin Center

A screenshot of a computer

Description automatically generated

Let us select the Focused View for the Cases.

A screenshot of a computer

Description automatically generated

Focused View lists all the records of the view, from where we can select the record, and see its details, within the same screen.

A screenshot of a computer

Description automatically generated

We can search, filter, sort, select multiple records, and further customize it.

A screenshot of a computer

Description automatically generated

Search –

A screenshot of a computer

Description automatically generated

Filter –

A screenshot of a computer

Description automatically generated

Select multiple records and perform bulk operations –

A screenshot of a computer

Description automatically generated

From Settings, we can customize the appearance of it –

A screenshot of a computer

Description automatically generated

Here we can specify maximum 4 rows and each row can have a maximum of 3 columns added to it, it can be from the same record or the related record.

A screenshot of a computer

Description automatically generated

Here we have updated it as follows

A screenshot of a computer

Description automatically generated

Next, we have admin mode, where we can lock the customization so that users won’t be able to change it.

A screenshot of a computer

Description automatically generated

From the Default View settings, we can specify the tables on which we want focused view as default.

A screenshot of a computer

Description automatically generated

Below we can see the Focused View updated to show Case Title, Case type, Created by, and associated customer’s email address.

A screenshot of a computer

Description automatically generated

Get all the details here

Hope it helps..

Advertisements

Author: Nishant Rana

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

3 thoughts on “Using Focused view in Dynamics 365”

  1. Hi Nishant,

    My investigations so far indicate that focused views aren’t available in solutions, so have to be set up separately in each environment. Are you aware of any way of including them in solutions?

    Many thanks,

    Alex

    Liked by 1 person

Please share your thoughts

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Power Spark

Power Spark By Shrangarika

Van Carl Nguyen

Exploration of Power Platform

My Trial

It is my experience timeline.

Power⚡Thomas

Sharing my knowledge and experience about the Microsoft Power Platform.

Arpit Power Guide

a guide to powering up community

Welcome to the Blog of Paul Andrew

Sponsored by Cloud Formations Ltd

Deriving Dynamics 365

Deriving Solutions and features on Power Platform/Dynamics 365

The CRM Ninja

Thoughts & musings from a Dynamics 365 Ninja!

D CRM Explorer

Learn about Microsoft Dynamics CRM Power Platform customization and implementation and other cool stuffs

Stroke // Jonas Rapp

I know pre-stroke. I will improve who I was.

Power Melange

Power Melange By Shalinee

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform

Knowhere365

Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions

MG

Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

CRM TIPS BY PRM

Mail to crmtipsbyprm@gmail.com for queries and suggestions

nijos.dev

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM