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System Views drop down in Unified Interface

  • 1.  System Views drop down in Unified Interface

    Posted Mar 03, 2020 10:27 AM

    My organization has a lot of system views, and some have long names.

    I attached an image of the Opportunity dropdown, and you can see on the right side, there is a huge scrolling bar, and most of the names are cut off.  Is there a way to expand the size of this new drop down(vertically or horizontally)?

    I have attached a screenshot from a Unified Interface and another screen shot from the classic interfaces in our environments.





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    Christopher Adams
    CRM Consultant
    GN Group A/S - Jabra
    Lowell MA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: System Views drop down in Unified Interface

    GOLD CONTRIBUTOR
    Posted Mar 04, 2020 06:27 AM
    Hi Christopher,

    I see your issue. That's a lot of similar views, filtered in a slightly different way. Unfortunately, I don't think there's something you can do about this. Those drop downs are like that by design. The only thing you can do is to keep those names as short as you can, or group similar views on a list view type dashboard tile so that the user can choose the view they want to see. (ie. All Open + My Open, and All Open & Closed + My Open and Closed)

    Again, that's only helping you segment them, not fixing your initial problem.

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    Rogier Vriezen
    CRM Consultant
    Amsterdam, Netherlands
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: System Views drop down in Unified Interface

    Posted Mar 04, 2020 10:00 AM
    Thanks Rogier, I like the idea of grouping these views into Dashboards to reduce the number of system views needed.  Our users arent the best with filtering their own data, hence the need for a ton of very similar views.

    As we look to reduce the number of System views, I will definitely look at this suggestion as a way to reduce clutter while still giving our users quick access to the views that they need.

    ------------------------------
    Christopher Adams
    CRM Consultant
    GN Group A/S - Jabra
    Lowell MA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: System Views drop down in Unified Interface

    SILVER CONTRIBUTOR
    Posted Mar 04, 2020 07:22 AM
    Hi Christopher,
    We have the same problem, and despite going through an exercise of shortening (and standardising) view names, the still get cut off and have minimal vertical space.
    Are you on D365 online? If so, the exciting news is that the WAVE 1 release 2020 MSFT have addressed this issue, and now the menu's not only have an improved font and more space, but have clear groupings (different colour) for system vs user views.

    See attached image for comparison.


    ------------------------------
    Greg Stokes
    Kennametal Inc.
    Chippenham
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: System Views drop down in Unified Interface

    Posted Mar 04, 2020 09:58 AM
    Thanks for the heads up Greg, I didn't even notice this in the wave 1 release notes.   That's fantastic news, Ill pass this along to my team!!

    ------------------------------
    Christopher Adams
    CRM Consultant
    GN Group A/S - Jabra
    Lowell MA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: System Views drop down in Unified Interface

    MICROSOFT MVP
    Posted Mar 05, 2020 04:27 PM
    @Christopher Adams - To add to what @Greg Stokes mentioned about Wave 1 2020, they have allowed more character visibility with the view names if you have a longer view name. ​​Below is a screen shot example:


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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Academy - Online Interactive Learning from Experts


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