How to Get the View with Desired Fields in Dynamics 365

ARTICLE SUMMARY
This article explains how to add the fields you need to a Dynamics 365 list view (including fields 
from related tables) and save the view, so you do not have to repeat the steps next time.

INSTRUCTIONS

Step 1. Go to the table you are interested in, in this case it’s Account table. In this list view if the field you want is not listed then click Edit columns as shown below and then Add columns

Step 2.
Case 1. If the field belongs to Account table itself then you could find it under Account, just click on the field name then click on Close, you will see the field has been added to the end of the list of fields shown.

Case 2. If the field is from another related table for example Contact, then you could find it under Related here. And the click Close

Click on Apply.

After finding all the fields you need, if you don’t save it as your personal view then you have to do it again next time you open this page, so the way to save the view is by clicking the three dots here

And then click the right arrow beside Create view option

You can choose either of the two options below

Finally, you can find the saved view here