DYNAMICS 365 COLUMN OPTIONS FEATURE TO ADD VIEW COLUMNS ON THE FLY

Each time, when end-users request the ability to modify the views, we mainly direct them to the Advanced Find or to Create a personal View where they can add or remove columns as per their need.

However, with the 2021 Microsoft Wave 2 release, the users will be able to easily change the view in the interface by adding/removing columns on the fly in the opened view using the Column options feature.

So, Let's see how this feature works in the below steps

1. Go to your Dynamics 365 environment and open a view (I will work in the Active Account view)
2. Click the Column Options button on top of the view
   
   
   
3. The Edit Columns pane will open in the right side of the view
4. Here, you can remove columns, organize them, or Add new columns by clicking the Add columns button
   
   
   
5. The list of columns will be displayed, where you can search and choose the columns you want. You can as well add columns from related records
   
   
   
   
   
   
   
6. Once done, click Close, then rearrange the columns as needed and click Apply
   
   
   
7. The changes are directly reflected and the columns are displayed in the view
   
   
   
8. You can save the changes done to the view, and it will be saved as a personal view under My Views for later use
   
   
   
   
   
9. You can now apply different actions on the records and columns like Export to Excel or filter the view based on the new columns you just added

Bonus Tips:

• When a view is changed, an asterisk will be shown beside its name to indicate that it is edited
  
  
  
• The changes you have made on the view are temporary and will be lost if you navigate to another view without saving them

Hope This Helps!