Enable Saved Views

As regular readers know, Saved Views enhance the Finance and Operation experience, empowering users to save sets of personalizations and navigate forms more efficiently.

In earlier versions, this preview feature had to be enabled through SQL code – starting in Platform update 33, Saved views can now be activated in the Feature management workspace.

Go to Feature Management Workspace

If you do not see the Saved views feature, click Check for updates. Depending on how far in the future you are, you may also need to toggle from the “New” tab to the “Not enabled” tab.

Hello readers in the future. How is it there?

Select Saved Views Feature

Click “Enable now” at bottom right.

Saved Views Feature Will Now Be Enabled

A green check mark and enabled date will now display next to the feature.

When activating the Saved views feature, also consider enabling the Grouping in grids and New grid control features.

Additional Reading
Saved Views
Grouping In Grids
New Grid Control

Saved Views

One of the preview features I’m most excited about in Platform update 29 is saved views.

Saved Views – What are they?

In D365, personalizations enable users to Hide, Add, or Move fields on a given form. A Saved View can best be thought of as a set of personalizations, and saved views allow users to toggle between multiple sets of personalizations.

New users of D365 are frequently overwhelmed by the volume of fields and buttons available on every form. Saved views provide a way for users to pare the number of fields displayed in their day-to-day tasks, while still giving them access to the extra functionality should the need arise.

Saved Views – How are they enabled?

As a preview feature, there is a line of SQL code needs to be run to enable their flighting. More information can be found here:

Saved Views – How do they work?

When enabled, all forms now start in a standard “Classic view”:

If a form is modified through a personalization, the Classic view gains a Barry-Bonds-like asterisk. The asterisk indicate the form has been enhanced:

By clicking on the view button, the user now has the ability to save this as a new view:

The user can now name this new view, as well as decide whether to make this the default view every time the form is accessed.

Clicking the view button, this new view is now a new option the user can select for how the form is presented. The user always has the option of clicking back to the Classic view to see the standard presentation of the form.

That’s Great! What Else?

Saved views can be used for personalizations (adding, moving, hiding fields). Saved views can also be used for the sorting/filtering of columns. This is a huge extension of the form personalization capabilities.

Additionally, saved views can be published and shared at the role level bringing the management of personalizations much more in light with security management. I’d like to do another post on the sharing of views, as well as a video digging deeper into applications for shared views, but those will have to wait for another day.

Fewer Clicks, More Actions: Workspaces, Personalizations

I just arrived home from this year’s User Group Summit, what a great experience! So many great presenters and amazing sessions. I especially want to thank those of you who attended my own session on workspaces and personalizations. It would have been significantly less fun had you not been there – and I think we all learned a lot!!!

There were several requests for the additional presentation slides, so I am posting them here. Please feel free to download them by clicking through to SlideShare, and do share them widely.

I plan to do a series of blog posts in the upcoming weeks that will dive deeper into some of the session’s topics, so enter your email address into the subscribe box on the right if that is content you’d find of interest.



Nervous Selfie Before
Excited Group Selfie After