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Convert a System Dashboard to a Personal Dashboard

Microsoft Dynamics CRM Forum

Michael Starling asked a question on 17 Mar 2014 4:56 AM
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I want to convert some of my System Dashboards to Personal Dashboards.  Does anybody have any suggestions how this can be done?

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NIZAR JLASSI responded on 17 Mar 2014 7:14 AM
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Hi,

It's impossible to convert a System Dashboard to a Personnal Dashboard. But it is possible to Save a System Dashboard As a Personnal Dashboard.

You need to have some previleges on User Dashboard entity like this :


After that, you need to go to your System Dashboard on you click on Save As button.

You can choise the name of your Personnal Dashboard, in this case I choose: Sales Activity Social Dashboard 2

  

It will appear in My Dashboards Section in Dashboards list

After that, you can Edit or Delete it if you want using the EDIT and DELETE buttons :

I hope that it can help you.

Nizar JLASSI
Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

         

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Michael Starling responded on 17 Mar 2014 7:51 AM
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Many thanks.  Exactly what I needed.

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NIZAR JLASSI responded on 17 Mar 2014 8:00 AM
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Cool,

I'm glade for you

Nizar JLASSI
Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

         

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NIZAR JLASSI responded on 17 Mar 2014 7:14 AM
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Verified Answer

Hi,

It's impossible to convert a System Dashboard to a Personnal Dashboard. But it is possible to Save a System Dashboard As a Personnal Dashboard.

You need to have some previleges on User Dashboard entity like this :


After that, you need to go to your System Dashboard on you click on Save As button.

You can choise the name of your Personnal Dashboard, in this case I choose: Sales Activity Social Dashboard 2

  

It will appear in My Dashboards Section in Dashboards list

After that, you can Edit or Delete it if you want using the EDIT and DELETE buttons :

I hope that it can help you.

Nizar JLASSI
Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

         

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