How to Create System Views in the Power Platform and Dynamics 365
In my experience, most users have a decent understanding of how to create a view for themselves (a personal view). The problem is if you want other people to see this view, you have to manually share it with each person. This isn’t always the best or easiest solution.
I’m going to show you how to add a system view. This will show up for all users (of course assuming they have the proper security to view the entity). Also, make sure you have a security role that allows you to create system views before trying this out yourself.
Finally, I want to stress how important it is to use a solution when making customizations to your system. Best practice is to follow the video and add your customizations into a solution in your sandbox environment. Then, once you’re happy with it, export as managed and import to production.
Alternatively, you may have one solution in your sandbox with all of your customizations. In this case, add the system views here and update the existing managed solution in your production. The only downside to this approach, is you lose the ability to quickly locate and remove customizations. You’ll have to manually hunt down the customization in the unmanaged solution in your sandbox (hope there aren’t any dependency issues) and update the solution in production.
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