Customer Engagement & Dynamics CRM Forum

I might be losing my mind, but I had a user email me that she couldn't see the Contracts view/chart on our YTD dashboard in the mobile app. So I opened it and I do see it disappeared. However, when I go to edit the dashboard all 4 pop up in the edit section and I see the contracts chart where the "appointment" chart is reflecting on the dashboard. I am so confused! The highlight chart is the contract chart in the classic UI. next screenshot is the dashboard view when I exit out of the edit section. See how the contracts disappears. the last slide is from classic UI, the #'s match the 2nd slide. and when I open the edit on mobile dashboard I see all 4 charts, but when I close it only shows 3!

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Heather L
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Did you add the charts and dashboards to the App in the Apps editor?  Which App are you using?  Default, Sales Hub, others?

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Zak Krueger
Director, Technology & Management Consuling
RSM US LLP
Dallas TX
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Original Message:
Sent: Dec 02, 2019 10:52 AM
From: Heather Laughlin
Subject: Dashboards not showing up on mobile app (new user interface)

I might be losing my mind, but I had a user email me that she couldn't see the Contracts view/chart on our YTD dashboard in the mobile app. So I opened it and I do see it disappeared. However, when I go to edit the dashboard all 4 pop up in the edit section and I see the contracts chart where the "appointment" chart is reflecting on the dashboard. I am so confused! The highlight chart is the contract chart in the classic UI. next screenshot is the dashboard view when I exit out of the edit section. See how the contracts disappears. the last slide is from classic UI, the #'s match the 2nd slide. and when I open the edit on mobile dashboard I see all 4 charts, but when I close it only shows 3!

​

------------------------------
Heather L
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I'm using the dynamics 365 mobile app-custom. that is how my IT has it set up?
Or at least the naming convention.


this is a stupid question but what is the best way to get to the app in app editor? I've never had to do any updating in it before and I only know how to customize in the classic UI. I was trying to mess around with it awhile back but it was very confusing, so not sure if its on our end or I just am looking in wrong area?

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Heather L
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Original Message:
Sent: Dec 02, 2019 11:28 AM
From: Zak Krueger
Subject: Dashboards not showing up on mobile app (new user interface)

Did you add the charts and dashboards to the App in the Apps editor?  Which App are you using?  Default, Sales Hub, others?

------------------------------
Zak Krueger
Director, Technology & Management Consuling
RSM US LLP
Dallas TX

Original Message:
Sent: Dec 02, 2019 10:52 AM
From: Heather Laughlin
Subject: Dashboards not showing up on mobile app (new user interface)

I might be losing my mind, but I had a user email me that she couldn't see the Contracts view/chart on our YTD dashboard in the mobile app. So I opened it and I do see it disappeared. However, when I go to edit the dashboard all 4 pop up in the edit section and I see the contracts chart where the "appointment" chart is reflecting on the dashboard. I am so confused! The highlight chart is the contract chart in the classic UI. next screenshot is the dashboard view when I exit out of the edit section. See how the contracts disappears. the last slide is from classic UI, the #'s match the 2nd slide. and when I open the edit on mobile dashboard I see all 4 charts, but when I close it only shows 3!

​

------------------------------
Heather L
------------------------------

ok- so I dont need to add the view to the app editor because they are personal views. So, I see the chart set up when I go in to edit the dashboard, but the view is not there so I think that is why I can't see it? It works fine in classic UI though, but I can't get it to show up on the mobile app.

This is the same issue for all my dashboards they are all personal views created for each of my companies and the sales reps. so I have them all named the same way: 2.0 <company name> YTD stats (then also weekly, monthly, quarterly stats) there are about 5 of them. THey are all missing the contract chart.

How can I get it to show up on the mobile app? its not a system view and when I tried to add the view to the app design it just created it as a system view which is not what I want.




​

------------------------------
Heather L
------------------------------

Original Message:
Sent: Dec 02, 2019 11:28 AM
From: Zak Krueger
Subject: Dashboards not showing up on mobile app (new user interface)

Did you add the charts and dashboards to the App in the Apps editor?  Which App are you using?  Default, Sales Hub, others?

------------------------------
Zak Krueger
Director, Technology & Management Consuling
RSM US LLP
Dallas TX

Original Message:
Sent: Dec 02, 2019 10:52 AM
From: Heather Laughlin
Subject: Dashboards not showing up on mobile app (new user interface)

I might be losing my mind, but I had a user email me that she couldn't see the Contracts view/chart on our YTD dashboard in the mobile app. So I opened it and I do see it disappeared. However, when I go to edit the dashboard all 4 pop up in the edit section and I see the contracts chart where the "appointment" chart is reflecting on the dashboard. I am so confused! The highlight chart is the contract chart in the classic UI. next screenshot is the dashboard view when I exit out of the edit section. See how the contracts disappears. the last slide is from classic UI, the #'s match the 2nd slide. and when I open the edit on mobile dashboard I see all 4 charts, but when I close it only shows 3!

​

------------------------------
Heather L
------------------------------