Working with System Views and Related Entities

Views allows you to display data in Microsoft CRM. Creating them is easy and only requires a few clicks. Types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’, etc. You can modify and create entity specific views. Not only does a view allow you to view data from the record but also any record associated to it. This is very convenient when browsing data. An example is associating the opportunity to a custom entity, let’s call UserActivityTime. Next, I’d like to modify the system views to show some data from the opportunity record.

Next, you select the attributes of the record.

*Be aware the Est. Revenue field and the Est. Revenue base fields get crossed on the form, so use the base value if you want to see the Est.Revenue.

The modified view now shows the new columns.

cheers
jonw