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Customer experience | Sales, Customer Insights,...
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How to assign default landing page for all users when interactive experience used

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Posted on by Samantha73 2,469
Hi All
I know each user can set the default landing page form personal settings page. Is there a way to set the default page to all users from admin perspective. What we want is set a dashboard instead of Sales Accelerator we want the landing page to be the default Dashboard as below
 
 
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Microsoft Dynamics CRM
Dynamics 365 Sales
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,699 Super User 2024 Season 1 on at
    How to assign default landing page for all users when interactive experience used
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 370 on at
    How to assign default landing page for all users when interactive experience used

    AI was used to create this answer
    In Microsoft Dynamics 365, when using the Interactive Experience (also known as the Unified Interface), administrators can set a default landing page for all users by utilizing the App Profile Manager or modifying the default app setup. However, Dynamics 365 does not natively allow administrators to override or enforce a personal landing page setting for all users out of the box. Below are approaches to set a default landing page:

    Option 1: Configure Default Dashboard for the App (Recommended)

    You can configure the default landing page for all users by setting the default dashboard for the app they are using:

    1. Navigate to App Designer for the Relevant App:

      • Go to Advanced Settings > Apps under the Settings menu.
      • Open the App Designer for the app you want to modify (e.g., "Sales Hub" or "Customer Service Workspace").

    2. Edit the Default Dashboard:

      • Inside the App Designer, click on Dashboards from the sitemap (navigation area).
      • Add the dashboard you want to set as the default if it's not already listed.
      • Remove the Sales Accelerator dashboard (or any undesired dashboard) from the app components if applicable.

    3. Configure Sitemap Default Behavior:

      • Open the Sitemap Designer for the app.
      • Ensure the default landing area is set to the Dashboards section (not Sales Accelerator or other areas).
      • Save and publish your changes.

    4. Publish the App:

      • Once the app is updated, publish it. This will make the desired dashboard the default for all users accessing this app.

    Option 2: Adjust App Profile Manager Settings (For Customer Service Workspace or Specific Apps)

    For apps like Customer Service Workspace, you can use the App Profile Manager to define default behaviors for all users:

    1. Open App Profile Manager:

      • Go to Settings > Service Management > App Profile Manager.

    2. Edit or Create a Profile:

      • Choose an existing app profile or create a new one for the app.
      • Look for the Landing Experience Settings or similar options.
      • Specify the default dashboard (or area) that users should see when they access the app.

    3. Publish the Profile:

      • Save and publish the profile. Assign the profile to users as needed.

    Option 3: Use JavaScript to Redirect (Advanced and Not Recommended)

    If the above methods don't achieve the desired behavior, you could implement a custom JavaScript web resource to redirect users to the default dashboard upon app load. This requires developer skills and should be thoroughly tested before deploying to production.

    1. Write a JavaScript Web Resource:

      • Write code to redirect users to a specific dashboard upon app load.
      • Use Xrm.Navigation.navigateTo to programmatically navigate to the dashboard.

    2. Add the Script to the App:

      • Include the JavaScript resource as a global event in the app.

    3. Publish the Script:

      • Test and publish the changes.

    Note: This method is more complex, harder to maintain, and not officially supported by Microsoft.

    Option 4: Educate Users About Personal Default Settings

    If overriding personal settings is not an option, guide users to set their own default dashboard via Personal Options:

    1. Go to Settings > Options.
    2. Under the General tab, choose the default Dashboard from the dropdown menu.
    3. Save the settings.

    Summary

    The most effective and supported approach is Option 1, configuring the app's default dashboard and sitemap. This ensures that when users log in to the app, they see the desired dashboard without the need for personal configuration changes.

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