View Layout Replicator

This tool allows to copy layout and sorting of a view to one or more views of the same entity. It is useful when it is required to have multiple views with the same layout. Using standard Microsoft Dynamics CRM approach, it should requires to update each view manually and repeat the same steps. View Layout Replicator does the job in few steps for all views to update.

The only manual step required is to customize at least one view manually with the layout and sorting expected, then follow the procedure below.

Open the View Layout Replicator and click on "Load Entities" button :

All customizable entities of the connected organization are loaded. Select one entity (Contact in the screenshot below) Select one view

Under the list of entity views, the layout of selected view is displayed. This helps to ensure the correct view is selected as the source view.

Select the target views

As seen in the above screenshot, the associated view is greyed out. This means this view cannot be updated. This is generally due to the source layout that contains attribute from related entity, which is not allowed for an associated view. This view would need to be updated manually, in this case.

Click on "Save views" button. This updates the unpublished version of the view on the CRM server

Click on "publish entity" button to make this change available to all users.