Tip #1048: Save As is a new New

There are a few obnoxious special, from a customizer point of view, entities in Dynamics 365. Quote Product, Order Product, Invoice Product, to name but a few. These entities have some artificial limitations around what can be customized. For example, new views cannot be created; NEW button just isn’t there!

Sometimes we are so immersed in the complexities of the new Dynamics 365 features that obvious solutions just fly by unnoticed. For years.

For years I thought that all customizations for these entities are out of limits including creating views. Until Guido “Trekkie not Star Wars fan” Preite mentioned in passing that one can use Save As functionality to get a new view. (*walking away…*)

Order product view

  1. Don’t see New or Edit button? Just double-click the view you want to edit.
  2. Then click the Save As and give it a name of your choice.
  3. Don’t like what you’ve created? Double-click to edit then click Actions > Delete View.

 Cover photo by Travis Yewell on Unsplash

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