We've shown you how to build custom views manually—filters, columns, saving, sharing, the whole process. But there's a faster way if all those dropdown menus feel like too much: ask Copilot.
Just Type What You Want
Instead of clicking through filter options, type what you're looking for. "My customer accounts" works. Hit enter.
Copilot builds the view.
When we asked for customer accounts, we got "Active Customer Accounts." Not exactly what we asked for—we didn't say "active"—but close enough. Copilot added the active status filter and the customer relationship type on its own.
Be More Specific
Like any AI, Copilot works better with specificity. If the first attempt misses, try again with more detail.
We tried "I want to see my active customers." More specific. Better outcome.
This time we got:
- Status: Active
- Relationship Type: Customer
- Owner ID: Our name
Three filters. Three active customers we own. That's what we needed.
It Won't Always Be Perfect
Copilot won't hit the mark every time. Sometimes you get 80% there and finish it manually. That's still faster than starting from scratch.
When Copilot creates something close but not quite right, use it as your base. Add the missing filters through the standard menu. You've saved time and learned what prompts work better for next time.
Everything Else Works the Same
After Copilot creates your view, you can still:
- Save it
- Share it with your team
- Set it as default
- Adjust columns and filters manually
All the standard functionality we covered before applies. Copilot just gets you there faster.
Use It Anywhere
This works across all tables. Accounts, contacts, leads, opportunities—wherever you need a view.
High-value opportunities closing this quarter? Ask Copilot. Contacts by region and role? Ask Copilot. Leads untouched for 30 days? Ask Copilot.
Natural language gets you most of the way. Manual tweaks handle the rest.
Why It Matters
Not everyone on your team will become a Dynamics 365 expert. Some people just want to see their data without learning filter syntax or hunting through menus.
Copilot lowers that barrier. New users can create useful views on day one. No training session required. Just type what you need in plain English.
That means faster adoption and less frustration. More time using the system instead of figuring it out.
The Real Benefit
Manual filtering works great. It's precise and gives you full control. But it requires knowing where everything lives and how filters interact. For some people, that's no problem. For others, it's enough friction to keep them from using views at all.
Copilot removes that friction. You don't need to know if "Relationship Type" is the right filter or where "Status" lives. Describe what you want. Let Copilot translate it into the technical setup.
And when it doesn't get it right the first time, you're still ahead. You've got a starting point.
Views That Actually Get Used
The best view is one people actually use. If manual filtering means half your team never creates custom views, they're stuck with defaults showing way more data than they need.
Copilot changes that. Creating a custom view becomes as simple as typing a sentence. More people will do it. More people will see exactly the data they need.
We built Dynamics 365 Sales knowing not everyone thinks in database terms. Copilot bridges that gap—it translates business language into system language.
Ready to get your sales team up and running in Dynamics 365? Our Rapid Sales Implementation gets you live in weeks, not months.
