From the course: Learning Microsoft Dynamics 365: The Basics
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Working with Lists - Dynamics 365 Tutorial
From the course: Learning Microsoft Dynamics 365: The Basics
Working with Lists
- [Instructor] From the homepage of the Sales hub, this view can be a little bit overwhelming. Again, there's a lot of data behind the scenes that is driving this particular view of your day. Where is that data coming from? And maybe a simple list is just easier. Let's go look at our Accounts. This is a simple list of data. Just like an Excel spreadsheet, we can customize this list view if we need to, including sorting and filtering that information. Each of the column headings has its own sort and filter options. In this case, I can sort A to Z or Z to A, what we call ascending or descending. We can also Group by, Filter by, or change the Column width. If I would like to reorder the columns in this view, I can use the Move left or Move right options. Every record has additional detail. Let's go to the Edit columns option, and click Add columns. There is a vast number of columns that you can add if you need to see more detail about the items in this particular list. Let's imagine I'd…
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