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.
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.”
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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