(It must contain at least two columns.)Ĭreate a Guides view configuration record. The process of creating a custom view involves these basic steps:Ĭreate a new table in Microsoft Dataverse with the columns to include in the view. System Administrator role for the Dynamics 365 Guides instance that you're working with.Ī general understanding of Microsoft Dataverse, the database that Dynamics 365 Guides is based on. Prerequisites for a custom viewĭynamics 365 Guides solution version 104.1907.0.33 or later.ĭynamics 365 Guides PC and HoloLens app versions 104.1907.19001 or later. Alternatively, you might want to show a list of guides that is targeted at a specific type of operator role.
For example, you might want to show a different set of guides to each team or business unit.
The following screenshot shows an example of a custom tab that contains a custom list of guides.Ĭustom views are useful when you want to show a set of guides that is related to a specific workflow. This tab contains only the guides that are defined by the custom view. Operators access the view through a custom tab on HoloLens.
If you want to create a custom list of guides for a specific user or set of users in Microsoft Dynamics 365 Guides, you can create a custom view.
