- This can be done from any list - Chart of Accounts, Customer, Vendor, etc.
- Go to Chart of Accounts
- Enter a Filter - such as Date Filter
- In the Filter dropdown area, there is a Views option at the bottom
- Select Save View As...
- The system will ask for a Name - the system defaults the name of the list you are on. I add the filter at the end
- The system asks where you what Activity Group you would like to place it in
- The next time you log in you will see the Saved View in the Activity Group
Save View As Dynamics BC Print
Created by: Sumeet Bhurewar
Modified on: Thu, 13 Feb, 2025 at 8:21 AM
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