CRM 2011 – Customize Address Views?

Roshan Mehta, 08 August 2013

I have recently been working with a customer who asked if it’s possible to create new views for the out-of-the-box Address entity in CRM 2011 Online. I thought I would try this in the Chrome browser only to see that the “view toolbar” was not available, so I was unable to create a new view or modify the default view for the entity.

The interesting thing about this problem is that if we look at the managed properties for the Address entity, it says that we can create new views.

So how do we create a new view for this entity? We can open up the All Customer Addresses view and use the Save As option.

I have customized the new view as shown on the screenshot below. After we save and publish, we should now see this view available on the Address entity.

You could also create a new Address view by adding a sub-grid to a form and then select the “New” option on the view selector.