How to Create a Personal View in Dynamics 365

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Here’s how to do it: 

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1. Start by opening 'Customers' from the sidebar and selecting 'Contacts'.
2. From there, choose 'Edit columns' to pick which contact details you want displayed.
3. If you need to build a new view, select 'Add columns' and choose the fields you want included.
4. Choose which columns you want to display in your view.
5. Set the sort order so your most important data shows up first.
6. Hit 'Apply' to lock in your custom view settings.
7. Click 'Edit filters’ to choose which contact details you want visible in your view.
8. Then, select '+ Add' to include any filter criteria.
9. Click 'Save' to confirm the changes.
10. Click on the drop down arrow next to the view title.
11. From the menu, select 'Save as new view'.
12. Give your personal view a descriptive name.
13. Click 'Save' and that's it! you're all set with your personalized Dynamics 365 view.