Views are one of the most powerful — and most overlooked — features in Dynamics 365 and Power Apps.
Every time you open a list of records, you’re using a view. Yet many users never move beyond the defaults, missing out on tools that can dramatically improve productivity, clarity, and confidence in the system.
This guide brings together a complete series of short, practical articles that show how to create, customize, and use views effectively, without technical jargon or administrative complexity.
What You’ll Learn in This Guide
By the end of this series, you’ll know how to:
- Control what data appears in a view
- Arrange and format views for readability
- Filter and sort records to answer real business questions
- Save and reuse your work with personal views
- Keep view lists clean and easy to navigate
- Use grouping and totals for quick, on-the-fly analysis
Each article focuses on one concept at a time, making it easy to learn at your own pace.
Understanding Views: The Basics
If you’re new to views, start here:
- General Overview of Views in Dynamics 365 and Power Apps
Learn what views are, how they work, and why they’re foundational to working with CRM data. - Controlling View Display Settings
Set default views, organize how views appear in the list, and tailor the system to your role.
Designing Views That Work for You
Once you understand the basics, the next step is shaping views to fit your workflow:
- Adding and Removing Columns
Choose which fields appear in a view and pull in data from related tables. - Rearranging and Resizing Columns
Control column order and width to make views easier to scan and compare. - Sorting Views
Sort data alphabetically, numerically, or chronologically — including multi-column sorting.
Finding the Right Data Faster
Views become truly powerful when combined with filtering and reuse:
- Filtering Views
Use column filters and advanced filters to narrow data quickly and precisely. - Creating Personal Views
Save your customized views for future use and set them as your defaults.
Keeping Views Clean and Useful
A cluttered view list slows everyone down. These articles focus on keeping things simple:
- Hiding Unused Views
Reduce information overload by hiding views you don’t use.
Gaining Quick Insights Without Reports
Views can also provide lightweight analysis:
- Grouping and Totals in Views
Group records and calculate totals, averages, and counts without building reports or exporting data.
Who This Guide Is For
This guide is designed for:
- End users who want CRM to feel simpler and more intuitive
- Power users who build their own views
- Teams looking to improve CRM adoption
- Organizations using Dynamics 365 and Power Apps for day-to-day operations
No development experience required.
Why Views Matter More Than You Think
Well-designed views:
- Reduce clicks
- Minimize training time
- Help users trust the data they see
- Make Dynamics 365 feel like their system
Mastering views is one of the fastest ways to get more value from your CRM investment.
Watch the Full Video Series
Each article in this guide is paired with a short, practical video walkthrough.
You can watch the full playlist on the P2 Automation YouTube channel.
Need Help Optimizing Your CRM?
If you’d like help designing views, improving user adoption, or tailoring Dynamics 365 and Power Apps to your business processes, P2 Automation can help.
Visit www.p2automation.com to learn more.
