How to Save a View in Dynamics 365

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To save a view you need to first create a new view. Here’s how:

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1. Navigate to the 'Customers' section in your sidebar and select 'Contacts' to begin.
2. Click 'Edit columns' to customize which fields appear in your contact view.
3. Select 'Add columns' to include additional fields in your custom view.
4. Choose the column you'd like to add.
5. Click 'Apply' to confirm your changes.
6. Now, click 'Edit filters' to narrow down which contacts show up in this view.
7. Click '+ Add' to define your filter criteria and keep your list focused.
8. Double-check everything looks good, then click 'Save' to lock in your custom view.
9. Almost there, click the dropdown menu to save your newly configured view.
10. Select 'Save as new view'.
11. Name your view something memorable, hit 'Save', and you're all set!