From the course: Dynamics 365 for Sales Teams
Join today to access over 22,600 courses taught by industry experts or purchase this course individually.
Modify views
- [Instructor] You spend a lot of time in these views, but if you're constantly opening accounts just to see one field of information like for example, ownership, or payment terms. Let me introduce you to the world of personal views. Click down on the arrow next to whatever view that you're currently in and then click on create personal view. Welcome to the query window. It's not going to be the last time you see this. Go on ahead and go to saved views and I'll show you what I've already got in here. So here's the one for Clinton and it's basically set up so that I can see all of my accounts in the city of Clinton. From here, go on ahead and click edit columns. And click okay. Go to add columns. And in this particular case I'm going to choose account number and I'm going to choose relationship type. Hold on let me scroll all the way down. And we'll go ahead and choose payment terms. Click okay. Click okay. And hit results. And now do you see here that you have added these other…
Download courses and learn on the go
Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app.