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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Is it possible to conv...

Customer experience | Sales, Customer Insights,...

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Is it possible to convert a personal dashboard to system dashboard?

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Posted on by Ray

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I have a personal dashboard and I want to convert it to a system dashboard. I tried the "save as" button but the new dashboard still a personal dashboard.

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Naveen Ganeshe 3,397 User Group Leader on at

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Hi Ray,

You cannot convert personal dashboard to system dashboard but you can share your personal dashboard to all the user in CRM

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Amit Katariya007 10,409 Moderator on at

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You can not. For that either share your personal dashboard and personal views which are used in your dashboard else create a new System dashboard.

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