In today’s blog, we walk you through how to add a new system view to Dynamics 365 using Power Apps.
Going forward, we assume you will be packaging all changes in solution files in a Sandbox environment, test it and then promote to Production (a System Admin best practice!)
- The first thing you need to do it log into make.powerapps.com and navigate to your Sandbox environment.
- Make sure the Table (previously known as Entity) is in your Solution file.
- Navigate to Table in your Solution file, then click on the Views tab.
- Click the +Add view button at the top, highlighted below.
- A new window will open, add your view’s name and description, then click Create.
- Make any updates you’d like from the Canvas!
- When you have finished making changes, be sure to Save and Publish!
View Canvas: Available Actions
When you create a view in Power Apps, you will see a canvas where you can do many things:
- On the left-hand side, you can find any unused Columns (fields). It defaults you to the table you are on, but you can click Related to view related table data.
- In the center is your Canvas. Simply click and drag fields from the left and drop them where you’d like them to appear. You can also click on columns in this canvas to change width or rearrange order. Or highlight a column and remove it. Microsoft gave us the “Easy Button” with this update!
- On the right-hand side are details about Sorting and Filtering. To configure and adjust either, simply edit them directly in this panel.
Time-Saver Tip! To save time when adding columns, you can always start with an existing System View. To do this, add the existing view to your solution file. The first thing you want to do is click the arrow next to the Save button (highlighted below) at the top right-hand corner then select Save As.
Time-Saver Tip, Part 2! Enter a name and description your new view and click Save.