Updates to saved views and personalization
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Finance and Operations apps home page. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Jan 31, 2022 |
Apr 1, 2022 |
Business value
Saved views allow an easy and no-code approach for customers and users to optimize their user experiences and deploy and manage those experiences at an organizational level. The enhancements described below will make saved views more applicable for more scenarios, which can lead to improved user satisfaction and productivity.
Feature details
The saved views capabilities in finance and operations apps will be extended in the following ways:
- View support for dialogs
- View support for workspaces
- Queries on views on task pages
- View support for custom filters
- Exclude individual forms from saved views
View support for dialogs
The Saved views support for dialogs feature adds view support for dialogs, notably the ability to save multiple dialog views and publish those views to users.
Important dates
These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.
| Feature stage | Version | Date |
|---|---|---|
| Generally available | 10.0.25 | April 2022 |
| On by default | 10.0.29 | October 2022 |
| Mandatory | 10.0.32 | April 2023 |
View support for workspaces
The Saved views support for workspaces feature will add view support for workspace forms, notably the ability to save multiple workspace views and publish those views to users. With this change, when users add tiles, lists, or links to a workspace, they'll also need to select the target workspace views the content should be added to.
Important dates
These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.
| Feature stage | Version | Date |
|---|---|---|
| Public preview | 10.0.25 | April 2022 |
| Generally available | 10.0.29 | October 2022 |
| On by default | 10.0.32 | April 2023 |
| Mandatory | 10.0.36 | October 2023 |
Queries on views on task pages
The Allow queries to be saved to views on Task Single and Task Double pages feature allows filters and sorts to be saved to views on Task Single and Task Double pages. These are pages with older interfaces that allow you to show and edit data for a single entity and parent/child entities, respectively.
Important dates
These dates represent the current targets for this feature as it progresses toward becoming mandatory for all customers. The dates are subject to change.
| Feature stage | Version | Date |
|---|---|---|
| Generally available | 10.0.25 | April 2022 |
| On by default | 10.0.29 | October 2022 |
| Mandatory | 10.0.32 | April 2023 |
View support for custom filters
Custom filters are controls modeled on forms that cause modifications to the query. New APIs are available to allow custom filters to work more seamlessly with saved views. Specifically, custom filters can now trigger a view definition to be marked as having unsaved changes, and custom filter controls can listen for system changes to the query to ensure the control value stays in sync with the query.
Exclude individual forms from saved views
For forms with coding patterns that aren't conducive to saved views, developers can now opt to exclude an individual form from saved views. This will mean that no view selector is available on the form and there will be no publishing capabilities.
See also
Saved views (docs)