Microsoft Dynamics 365 Customer Experience Analyst : Differentiate view types

In Dataverse, a view is a saved definition of how data from a table is presented to users. Views determine which columns (fields) are displayed, the order of those columns, and which records are shown through filters and sorting. They act as reusable queries that let people quickly find and work with the information they need without manually building searches every time. Dataverse provides system views (available to all users) and personal views (created by individuals for their own use). Developers and makers can customize views to include calculated or lookup fields, apply conditional formatting, and set default views for forms or apps. Well-designed views improve productivity by reducing the time spent searching for records, guiding users toward relevant data, and supporting reporting or downstream automation that depends on filtered datasets.



In Dataverse, a view is a saved query that defines how records from a table are displayed in model-driven apps. Views determine which columns (fields) are shown, the default sorting order, and optional filters so users see only the most relevant data. They provide a structured way for people to browse, search, and work with data without having to build queries every time.

Types of Views in Dataverse

Dataverse supports several view types, each with its own purpose:

1. System Views
  • Predefined by Dataverse or solution makers.
  • Include out-of-the-box options like Active Records, My Records, and All Records.
  • Can be customized but not deleted.
2. Personal Views
  • Created and saved by individual users to meet their own needs.
  • Support advanced filters, sorting, and columns.
  • Visible only to the creator unless shared with others.
3. Public Views (Custom System Views)
  • Created by makers or administrators as shared views for everyone with access to the table.
  • Useful for delivering a consistent view of data across teams.
4. Associated Views
  • Display related records for a specific parent record.
  • For example, showing all activities linked to an account.
5. Lookup Views
  • Appear in lookup fields when selecting a related record.
  • Define which columns and filters are visible in the lookup dialog.
6. Quick Find Views
  • Define which fields are searched when a user types in the search bar of a table.
  • Also specify the columns shown in search results.
Best Practices
  • Keep system views simple and broadly useful for most users.
  • Use personal views for ad hoc or specialized needs.
  • When designing lookup views, include fields that help users quickly identify the correct record.
  • Limit the number of columns in a view to avoid clutter and improve performance.
Summary:

Views in Dataverse let you present data in meaningful, filtered lists, improving usability and productivity. By choosing the right view type—system, personal, public, associated, lookup, or quick find—you can balance organizational standards with individual flexibility, ensuring everyone has quick access to the information they need.

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