Now that you understand the main components of the Microsoft Dynamics CRM user interface, you’re ready to start working with data records. Microsoft Dynamics CRM uses a view to display a list of data records in a grid. You will spend a lot of time working with views, so it’s important that you understand the utilities Microsoft Dynamics CRM offers to work with views of data.
Each view can contain an unlimited number of data records. Microsoft Dynamics CRM splits the view data into multiple pages of records, so you might need to click the page arrows located in the lower-right corner of the view to access the additional records contained in your view. If the page arrows are disabled, your view does not contain multiple pages of records.
Tip
Many users want to know how many total records or pages each view contains. Unfortunately, Microsoft Dynamics CRM does not provide this information within the user interface. To get a count of the total number of records in a view, export the data into Microsoft Office Excel and count the number of records in the data set.
In this exercise, you will change the data records that appear in the grid by selecting a different view of the data. You might want to change a view for many reasons. For example, you might want to change views to export the records from the view into Excel for a report, or you might want to perform a bulk edit of the records.
Tip
You can change the width of a view column by clicking the column divider and dragging it to the left or right. Resizing the column allows you to see more or less of the record’s data.
Note
BE SURE TO use the Windows Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site before beginning this exercise.
In the application areas, click the Sales button.
In the application navigation pane, click the Accounts link.
By default, Microsoft Dynamics CRM displays a view of all of the active account records in your system.
Click the arrow in the View list box.
Microsoft Dynamics CRM displays a list of the views available for the account entity.
Microsoft Dynamics CRM changes the records displayed in the grid to show only active accounts that list you as the owner of the record.
