System view
A system view is a pre-configured data list and filter set created by an administrator and available to all users. It ensures that staff can easily find relevant data without having to build their own filters.
How do you configure a system view to streamline D365 data navigation?
A system view is the essential tool for ensuring that your entire team is working from the same, standardized perspective, as it allows your administrators to create pre-filtered, perfectly sorted lists – like "All Open Invoices Over $10k" – that every user can instantly access. This eliminates the confusion of inconsistent reporting across different departments.
If your users are constantly struggling to find the information they need or if they are creating dozens of fragmented "personal views" that nobody else uses, you have an opportunity to dramatically simplify your workspace by standardizing your system views. We help you design these views to reflect your most common business tasks, making your team faster and significantly more efficient.
Maintaining an optimized navigation experience demands dedicated, proactive technology management. Engaging an experienced technical team under a professional Dynamics 365 implementation contract guarantees that your system views remain fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.