Customer Engagement & Dynamics CRM Forum

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  • 1.  Unified Interface Dashboard

    SILVER CONTRIBUTOR
    Posted Oct 14, 2020 05:22 PM
      |   view attached
    We have recently moved from the web interface to the unified interface.  After the transition, I recreated my dashboard but one component is not working.  I am trying to show a list view of system jobs.  I can see the list in the editor screen but when I save and close, it does not appear.

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    Ryan Monks
    Saskatchewan Parks and Recreation Association
    [email protected]
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  • 2.  RE: Unified Interface Dashboard

    MICROSOFT MVP
    Posted Oct 16, 2020 12:07 AM
    Hey Ryan!

    We ran into this exact issue with one of our clients. At the time, the only work around we found was to include an iframe on the dashboard, with a URL similar to:

    https://yourorg.crm3.dynamics.com/_root/homepage.aspx?etn=asyncoperation&viewid={4CAADA9B-C518-E411-9414-6C3BE5A85F30}&viewtype=4230

    Replace that viewid with the ID of your view.

    It's not super pretty, and maybe there is a better way now, but that's the best I've found so far.

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    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
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  • 3.  RE: Unified Interface Dashboard

    GOLD CONTRIBUTOR
    Posted Dec 10, 2020 06:45 AM

    Hi Ryan,

    I just came across this post. I had the same issue but it's working ok now.
    I'm guessing it's also working for you now?

    Regards,



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    Sean O Malley
    AIG
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  • 4.  RE: Unified Interface Dashboard

    SILVER CONTRIBUTOR
    Posted Dec 10, 2020 10:17 AM
    Edited by Ryan Monks Dec 10, 2020 10:17 AM
    Thanks for the advice Nick and the heads up Sean.  To be honest, right after I posted this I got caught up in other projects and haven't come back to this one.

    Re-added my advanced find to the dashboard and see that it is working again.

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    Ryan Monks
    Saskatchewan Parks and Recreation Association
    [email protected]
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