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How to Add a Personal or System View to the Solutions Entity

  • 1.  How to Add a Personal or System View to the Solutions Entity

    TOP CONTRIBUTOR
    Posted Jul 22, 2020 10:24 AM
    How can I add a personal or system view to the Solutions Entity?  I've tried in classic Solutions pages and in the PowerApps page and cannot add a view.

    Any help is appreciated, thank you.



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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: How to Add a Personal or System View to the Solutions Entity

    Posted Jul 23, 2020 03:16 AM
    Morning Jim,

    The nature of Personal Views is that you share them with other Users. If you wanted to turn it into a System View you need the xml. You can use the XRM Toolbox to convert Personal Views to System ones.
    Once they are a System View you should be able to add this into your Solution. From your Solution add the Entity, then under Views you will see the System View you have created. Select that then it is ready to be ported across.

    I hope that helps.

    Jess

    ------------------------------
    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: How to Add a Personal or System View to the Solutions Entity

    TOP CONTRIBUTOR
    Posted Jul 23, 2020 03:46 AM
    As well as what @Jessica Howes says, you also need to ensure that the view is enabled in the modal app you are using.

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-views-app-designer#work-with-views-in-app-designer

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: How to Add a Personal or System View to the Solutions Entity

    Posted Jul 24, 2020 02:45 AM
    Hi Jim,

    they did not read the question...
    Bad news, this is not possible.

    Regards,
    Marc

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    Marc Lübberstedt
    SYCOR GmbH
    Göttingen
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: How to Add a Personal or System View to the Solutions Entity

    Posted Jul 24, 2020 03:18 AM
    oooh you think @Jim Corriveau meant a View within the Solutions entity? My apologies Jim if that was what you meant!​​

    ------------------------------
    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: How to Add a Personal or System View to the Solutions Entity

    Posted Jul 24, 2020 03:18 AM
    Hi Jim,
    For clarity, do you want to add a system view to the solution entity or a system view to an unmanaged solution, e.g. add an account system view?

    What Marc says is true, if you are wanting to extend the solution entity itself.

    Thanks
    Garry

    ------------------------------
    Garry Watson
    Watson PM Ltd
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: How to Add a Personal or System View to the Solutions Entity

    TOP CONTRIBUTOR
    Posted Jul 24, 2020 08:40 AM
    Thank you for your replies.

    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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