Create or edit views

In the default solution or an unmanaged solution, you can create new public views or edit existing views of all types for entities that allow view customization.

In a managed solution, you can't create new views or edit existing views for entities. However, if the managed properties for an entity in the managed solution are set to allow customization, you can create new public views or edit existing views of all types in the Customization area of Microsoft Dynamics CRM.

Note

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it's least disruptive to users.

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

Check your security role
1. Follow the steps in View your user profile..
2. Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  
  Settings appears on the nav bar.
2. Click or tap Customization > Customize the System.
If using CRM for Outlook
1. In the Navigation Pane, click or tap Settings > Customization > Customizations. Then click or tap Customize the System.
Under Components, expand Entities, and then expand the entity you want.
Click or tap Views, and then select the view.
On the Actions toolbar, click or tap More Actions, and then select Managed Properties.
You can edit the view if the entity is unmanaged. In the Set Managed Properties dialog box, set Customizable to allow editing or creating views.
Click or tap Set.