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Default Dashboard to a personal dashboard

  • 1.  Default Dashboard to a personal dashboard

    D365UG/CRMUG ALL STAR
    Posted Jun 16, 2020 08:26 PM
    When i set up new users, i use the XRM Toolbox to set the appropriate default dashboard for new users.  I have set up one of our executives and created a personal Dashboard for her but I don't see that I can use the XRM toolbox to set a personal Dashboard as her default.  She is not familiar with CRM so it would be much easier for her if this was set as her default without me having Skype in and set it for her. Any suggestions?

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Default Dashboard to a personal dashboard

    SILVER CONTRIBUTOR
    Posted Jun 17, 2020 12:36 PM
    Hi Laura,

    I tried doing your shared scenario to one of our service accounts and unfortunately, even if the user shared the dashboard with you, you cannot see it in xrmtoolbox.

    Unfortunately, the only way to do this for now is to walk her through (or send her a recorded video) how to set her personal dashboard by default. (Set As Default).

    We have the same challenge in terms of personalization too. We cannot set custom date formats globally.

    Thanks,
    Cristall

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    Lyrio Cristall Amurao
    Consultant
    North York
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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