How to Pin a View in Dynamics 365

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to pin a view in Dynamics 365.

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Here’s a clear and simple guide on how to pin a view in Dynamics 365 so it becomes your default view every time you open:

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Open Dynamics 365 and navigate to 'Contacts' where you want to pin a view.
In the top left of the data list, open the View dropdown.
Scroll to the view you want to make your default.
Then, select 'Set as default view'. This way you can pin any view you want.

📌 Why this matters

Pinning a view saves you from repeatedly filtering and sorting your contact lists every time you log in. Your customized view with specific criteria, column arrangements, and sorting preferences becomes your starting point automatically.

This becomes especially valuable when you manage multiple contact segments or territories, since you can immediately focus on your priority contacts without navigating through default system views that may not match your workflow. The time savings compound quickly when you're accessing contact data multiple times throughout the day.

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