Wednesday, May 25, 2011

MSCRM 4.0: Change Default Views for an Entity

A client asked: Our CRM contacts appear under 'My Active Contacts' when we open the Contacts form. Can we change this?

* Select Customization > Customize Entities
* Select Contact > Forms and Views
* Select the view that you’d like to be the default
* Click More Actions > Set Default
* Save and Close > Publish

Now, when open Contacts, the new view willl automatically appear (e.g. Active Contacts or a custom view you create)

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