Microsoft Dynamics 365 Customer Experience Analyst : Configure focused view
Focus View in Microsoft Dataverse (and Dynamics 365 apps built on it) is a productivity feature that helps users stay organized by highlighting the most important records and activities in one place. Instead of searching through multiple lists or dashboards, Focus View presents a curated list of prioritized items — such as leads, opportunities, or cases — based on filters, status, or due dates. This enables users to concentrate on high-value work, track progress at a glance, and act quickly on pending tasks. It’s especially useful in customer engagement scenarios, where managing time-sensitive records efficiently improves responsiveness and overall user performance.
- Displays items such as leads, opportunities, accounts, or cases based on importance, due dates, or other conditions.
- Combines related tasks, activities, and notes for each record, so users don’t have to open several forms.
- Users can update fields, add notes, log calls, or create follow-ups directly from the Focus View panel.
- Supports filters based on status, due dates, ownership, or other metadata, making it easy to adapt to business needs.
- Improved efficiency – Users spend less time searching and more time acting on important items.
- Better prioritization – Helps staff focus on tasks with the highest impact, such as hot leads or escalated cases.
- Higher data quality – Encourages timely updates and complete information entry.
- Enhanced customer experience – Faster responses to customer inquiries and opportunities.
- Available in model-driven apps built on Dataverse (e.g., Dynamics 365 Sales).
- Leverages the Dataverse security model, so users see only records they’re permitted to access.
- Can be customized by administrators to align with organizational processes, including which tables and fields are shown.
- Prioritize work easily: See the most important leads, opportunities, or cases in one place.
- Save time: No need to search across multiple views or dashboards.
- Act faster: Update records, add notes, or complete tasks directly from the view.
- Improved adoption: A clean, guided workspace helps users stay engaged.
- Process alignment: Configure which records and fields appear, matching business priorities.
- Security compliance: Leverages Dataverse roles, ensuring only permitted data is visible.
- Extend functionality: Use Power Platform tools to tailor Focus View with custom controls or commands.
- Integrate seamlessly: Build solutions that surface key data where users need it.
- Lower support load: A clear UI reduces errors and simplifies maintenance.
- You need a role with Customization privileges (e.g., System Administrator or System Customizer).
- Make sure you’re using a modern, model-driven app (Unified Interface).
- Focused View is supported for tables like Leads, Opportunities, Accounts, Contacts, Cases, and custom tables.
- Edit the columns shown in the Focused View grid (e.g., Topic, Est. Revenue, Status).
- Add filters so only relevant records appear (e.g., “Open leads assigned to me”).
- Optionally configure quick commands or activities (phone call, task, note) to make the view action-oriented.
- Open the app as an end user and switch to Focused View from the view selector.
- Verify filters, columns, and commands behave as expected.
- Train users on how to pin Focused View as their default.
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