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Cover image for Dynamics 365: Group By in Views – A Game Changer!
Nikhil Sarpatwari
Nikhil Sarpatwari

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Dynamics 365: Group By in Views – A Game Changer!

If you spend a lot of time in Dynamics 365 views, this one’s for you.

Until recently, if you wanted to group records — say by year, month, or quarter — you either had to export everything to Excel or create a chart/dashboard.

It worked, but… honestly, it was a bit of a hassle.

Now there’s a much simpler way: Group By in views


What’s new?

When you’re looking at a view and click on a date column (like Modified On), you’ll notice a new Group By option.

You can now group your records instantly by:

  • Year
  • Quarter
  • Month
  • Week
  • Day
  • Fiscal period
  • Fiscal year

All without leaving the view you’re in.


Why this is awesome

  • Quick wins – Need to see how many cases were updated last month? Two clicks.
  • No more Excel shuffle – Stay inside Dynamics instead of exporting just to do grouping.
  • User friendly – Anyone can use it. No special setup, no advanced reporting knowledge.

Example in action

I was checking a list of accounts recently and just wanted to see when they were last modified. Instead of messing with filters or creating a chart, I grouped by Year.

Boom!! I instantly saw the breakdown — and it honestly felt like a mini built-in report right there in the view.

Group By Image

GroupBy description


Note on Limits

Group By is super handy, but there’s one thing to watch out for:

Dynamics 365 caps grouping and aggregation at 50,000 records.

If your dataset is bigger than that, you’ll see this error:

“The maximum record limit of 50000 is exceeded. Reduce the number of aggregated or grouped records.”

Max limit


How to enable "Group By"

Out of the box – You don’t need to explicitly enable it; it’s available in the modern grid experience (Unified Interface).

Ensure that:

  • You are using Dataverse tables (entities) in the modern UI (not the legacy web client).
  • The view you’re working on includes a date field (e.g., Created On, Modified On, Custom Date). → Group By works best with date/time fields.

Final thoughts

This is one of those small features that makes a big difference.

It’s not flashy, but it saves time and keeps you in the flow.

I know I’ll be using it a lot… especially for those quick “just show me the trend” moments.


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