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Custom dashboard

  • 1.  Custom dashboard

    Posted Apr 12, 2021 10:22 AM
    I have created an advance find view for Notes, but I can't seem to figure out how to add it to my custom dashboard. I am unable to find the Notes view under any of the component list/charts, etc.   Any advice would be greatly appreciated

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    #Technical #FieldService #PowerApps​​​

    K Crawford
    National Power
    Raleigh, NC

  • 2.  RE: Custom dashboard

    Posted Apr 12, 2021 11:17 AM

    Hi Kim~
    Unfortunately, a view of Notes cannot be pulled into a Dashboard at last check.  According to the Dynamics Community on Microsoft's site: "The way to achieve this is to create a report or a web resource that uses JavaScript and then show it within an iframe or a dashboard."

    Our workaround: We created a custom entity called Updates that converts Notes to the new activity type instantly when created in CRM.  That activity shows in the Timeline, and in views of all types of Activities. I'm happy to share how we did that, if you are interested.

    Sorry to be the bearer of bad news.

    Elaine Bardzil
    CRM Administrator

  • 3.  RE: Custom dashboard

    Posted Apr 14, 2021 12:51 PM
    @Elaine Bardzil - I would be very interested in what you did to convert your notes to an activity!  That is an interesting approach!

    thank you so much!  Laura​

    Laura Mortick
    Marketing Information Systems Manager
    Olathe KS
    Kansas City CRMUG Chapter Leader

  • 4.  RE: Custom dashboard

    Posted Apr 14, 2021 01:39 PM

    Hi Laura~

    I am putting together a detailed how-to document for Kim Crawford for the process that I followed - will be glad to share with you and whomever else might be interested.  ETA in the next couple of days :)

    I'm glad to hear that others may find it useful!


    Elaine Bardzil
    CRM Administrator

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