Gone are the days of toggling between different tables and their activities in Dynamics 365. As a system administrator, you can turn on Focused View for most tables in your Dynamics 365 environment. With Focused View enabled, your users can see a streamlined version of data, displaying their CRM records and all associated activities on one page.
IMPORTANT: This is an environment change. This means you cannot package focused views in solution files – it is a setting you need to configure in the Power Platform Admin Center for each environment separately!
Here is a screenshot of Focused View turned on for the Lead table:
On the left-hand side is a summary of leads with associated activities beneath (three in the above image). Clicking on any lead from this list will open the details panel on the right. Users can change the view at the top (one in the image above), which will update the data accordingly.
Additionally, in section two of the above image, users can sort, filter, and search through the data here.
Filtering and sorting note: There are a few column types that are not supported in filter and sort: Owner, Lookup, Customer, Unique identifier and related tables.
Enable Focused View for All Records
1. Navigate to the Power Platform Admin Center, open the environment and go to its settings.
2. Expand the Product section, then select Features.
3. Scroll down until you find the Grids and views header. Toggle Enable focused view for all records to ON.
Note: Focused View is not available on Activity tables.
Final Thoughts
Focused View in Dynamics 365 offers a streamlined interface that significantly enhances your user’s ability to manage and prioritize sales tasks efficiently. By consolidating various records and associated activities into a single simple interface, it reduces the need for users to switch between multiple screens, thereby saving time and boosting productivity.
As you leverage the customization options and the advanced filtering capabilities, remember to regularly consult your administrator to enable and optimize these features for your specific needs. This will ensure you are always equipped with the most effective tools to drive your sales activities forward.
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