Tool Bar
The Tool Bar displays the local commands related to the specific area of UX that you are currently
viewing. The top 9 commands are listed on the bar (depending on screen resolution), and more
commands are found by clicking the ellipses button, also known as the More Commands option, to
the right.
The Tool Bar is contextual. In other words, it displays different commands depending on the record
you are working with, records you select in the view, and your security role. If you do not have
permissions for example to delete a type of record, you will not see the delete command in the Tool
Bar.
Tool Bar on a View
Tool Bar on a Record
Views
Whenever you are looking at a list of data, UX 365 displays the records in a view. All Dynamics 365
Views have common functionality, including:
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the ability to select one or more records to complete an action
the ability to sort, filter, and search the data
the ability to analyze the data with charts
There are two types of views: System Views and Personal Views. System views are available for all
users to use. Users cannot modify a System View. A personal view is something that a user can
create to filter and display the records to their own preferences. Users can choose to share their
personal views with other users or teams.
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