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Creating a system view for an entity in Dynamics 365 (CRM) where the Create New View button is not displayed

Hello everyone.
This time, I would like to introduce some tips that may be a bit of a hassle when customizing views.

Entities where the Create New View button is missing

Normally, when you want to create a new system view, you would click the [New] button on the view customization screen to add it.

However, there are some entities for which this New button does not appear, as shown in the screen below.

The typical entities for which the New button does not appear are:

  • Opportunity product
  • Price List Item (productpricelevel)
  • Contract Item (contract detail)
  • Quote request detail line (quoteddetail)
  • Sales order detail line (salesorderdetail)

There may be other reasons, but it seems that the [New] button does not appear for details such as project details and quotation details.
Now, if you want to add views to those entities, that doesn't mean you can't.

Add View in Entity where New button is not displayed

If you want to add a view to an entity where the [New] button is not displayed, you can add it in the following three steps.

  1. Open the customization screen for an existing view.
  2. Click [Save As].
    *The view will be added at this point.
  3. Add columns or change filters and save them just like customizing a normal view.

If you accidentally created a view and want to delete it, you can do so by opening the customization screen for the view you created and clicking [Actions] > [Delete View].

Creating a view is very simple, but if the [New] button is not displayed, you may give up on creating one.
If you run into any problems, please remember the contents of this article.

Person who wrote this article
Yuki Kawachi

He began his career as a systems engineer/system architect at a major Japanese system integrator, focusing on Microsoft products. He has been involved in CRM since the days of Dynamics CRM 4.0, manually implementing, launching, and developing CRM products in a variety of business areas, including sales, support, and marketing. He is particularly skilled in business design and implementation support in the SFA and call center fields. He then moved to a system integrator with no CRM experience and was involved in launching a CRM business from scratch. He is responsible not only for engineering but also for pre-sales. He has extensive experience in performance tuning and revitalizing troubled CRM projects for multiple companies, and is well-versed in both implementation and operation. In recent years, he has worked on the overall design and construction of CRM-focused data utilization platforms, utilizing Dynamics 365 and Power Platform, including non-coding business requirements fulfillment and integration with other systems and BI integration using ASTERIA Warp and other tools. He supports clients in their digital transformation efforts by providing consistent support, from post-implementation BI support to operational establishment. Currently, he is promoting the stage model of corporate transformation through CRM 1.0 to 4.0 that our company advocates, and is leading the spread of CRM 4.0, which realizes "a co-creation relationship that goes beyond trust with customers." He comprehensively provides consulting, system implementation, operational support, and education, and helps companies improve their CRM maturity.

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