How to Create a View in Dynamics 365

‍

‍

Follow these easy steps: 

‍

1. Head to the 'Customers' menu in your sidebar and click 'Contacts' to get started.
2. Click 'Edit columns' to choose which contact details you want visible in your view.
3. Select 'Add columns' to create a new view.
4. Select the desired column you want to add to your view.
5. Once you have set your columns, click 'Apply'.
6. Click 'Edit filters’ to choose which contact details you want visible in your view.
7. Click '+ Add' to set specific filter criteria.
8. Review your settings one last time, then hit 'Save' to create your view.
9. Now, all that is left is to save your view. Click on the drop down menu.
10. Select 'Save as new view'.
11. Give your new view a name and click 'Save'. Your new view is now live!