This article was updated to reflect current Dynamics 365 and Power Apps functionality.
This article is part of our complete guide to Views in Dynamics 365 and Power Apps.
👉 Read the full guide here.
As you start working with views in Dynamics 365 and Power Apps, one thing becomes very clear very quickly: not all views are equally useful.
Some views are critical to your daily work, while others just add noise. The good news is that Microsoft has given end users more control than ever over how views are displayed — and in this article, we’ll walk through the most important options.
Changing Your Default View
Every table in Dynamics 365 has a default view. This is the view that appears automatically when you click into an area like Accounts, Contacts, or Opportunities.
For example, many systems default to All Accounts. While that can be useful, sales users often care more about:
- Active accounts
- Accounts they personally own
If a view like My Active Accounts is more relevant to your role, you can make it your default.
How this helps
Setting the right default view means:
- Less time switching views
- Faster access to the records you actually work with
- A system that feels more tailored to you
Once your preferred view is displayed, you can simply open the View Selector and set that view as your default.
Controlling Where Views Appear in the List
Traditionally, personal views always appeared at the top of the view list, separated from global views by a line. While that worked, it wasn’t always ideal — especially in systems with lots of views.
Microsoft now allows you to control how views are sorted in the View Selector.
You can choose to:
- Show personal views at the top
- Show personal views at the bottom
- Sort all views alphabetically (personal and global together)
Alphabetical sorting is often the cleanest option, especially for users who rely on multiple views throughout the day.
To change this setting, open the View Selector and choose Manage and share views, where you’ll find the sorting options.
Hiding Views You Don’t Use
One of the most impactful improvements to view management is the ability to hide views you don’t need.
Over time, CRM systems accumulate a lot of views:
- Views related to features you don’t use
- Views tied to modules your role doesn’t touch
- Legacy views that no longer apply
This can quickly turn the View Selector into information overload.
Now, users can hide unnecessary views to keep the list focused and manageable.
Why this matters
A shorter view list means:
- Faster navigation
- Fewer mistakes
- A cleaner, less overwhelming interface
You can hide views from the same Manage and share views area. Hidden views disappear immediately, but they’re not deleted — you can always bring them back later.
A Note About Permissions
The ability to hide system (global) views isn’t automatically available in every environment.
This option must be enabled by a system administrator. Once enabled, users can control which views they see without affecting anyone else.
If you don’t see the option to hide views, it’s worth asking your administrator whether this feature has been turned on.
Why These Settings Matter
View display settings may seem like small changes, but they add up quickly:
- The right default view saves time
- Logical sorting reduces frustration
- Hiding unused views keeps the system approachable
Together, these features allow Dynamics 365 and Power Apps to adapt to the way you work — not the other way around.
If you’d like help simplifying your views or configuring Dynamics 365 to better support your users, P2 Automation can help.
Visit www.p2automation.com to learn more.
