How to create view in Dynamics 365?

A view is a type of saved query and you can use this views in forms and reports ,,,etc

so my question today , How to create view in Dynamics 365?

with simple steps you can create view in Dynamics 365 , just create project in visual studio and add new item for your project as below
click Ctrl+shift+n to create new project or click file \new\project


select dynamic 365 template \unified operation
add your project name and browse your path

you can add this project to existing solution or create new solution

right click on your project and click add \new item


select Data model \view\Rename your view then click Add

now my view added to my project in our solution


you can create your view based on business needs ,
for example , i will create this view to retrieve customer balance with customer details like customer group ,..etc

so i will use custtable and custtrans tables

click view metadata\data source \new data source


select your table (search or write it direct as you like)


expand custtable data source and right click on data source \new data source



locate custtrans in table property as blew


don't forget relation between tables


you can enable or disable your data source

Relation, you can create relation manual or set use relations property to yes to retrieve the existing relation in AOT between tables.

you can add more ranges in your data sources based on your needs , i will retrieve customer group 20 only

set range to custgroup field and set value to 20
also you can enable ranges or disable


i will group by customer account , so right click on group by and click new field


set your data source to custtable and your field to custaccount


now , we need to select our fields , taking in your consideration types for fields  like string, real ,..etc


we add two fields from custtable (customer account and customer group)

and now we will compute the balance , we will aggregate amountmst field  from custtrans


view in Dynamics 365 is a virtual table , so you can create fields group ,indexes , and methods like Tables,,etc

note :: if you create query , you can call it to your view as below



now , build your solution and browse your view



thanks

Comments

  1. When I open the table browser it tells me I don't have permissions:

    -You are not authorized to access table ‘vTest’ (vTest). Contact your system administrator.
    -The menu item with name systablebrowser could not be opened.

    ReplyDelete

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