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Service | Customer Service, Contact Center, Fie...
Suggested answer

Edit Dashboard on Customer Service

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Posted on by 5

I'm trying to edit the dashboard in Customer Service. I used the path

Settings -> Advanced Settings -> Customization -> Customize the System -> Dashboard.

Now when I click Customer Service Agent Dashboard to edit it. I get a screen where I can select a particular box and use edit component button to set it's properties.

I've changed the panel header color and Label just to see if I get the changes. I saved it and came out of that page and I reselected the dashboard and published it.

From here when I'm going back to the home screen, I can't see those changes reflecting on the home page. Why?? 

I'm tired of doing the same thing again and again and I can't see any solution for it on internet.

Kindly help me out. 

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Edit Dashboard on Customer Service

    Hi Khushal,

    Are the dashboards you made changes to and the dashboards you viewed consistent? 

    You mentioned that you have clicked Customer Service Agent Dashboard to edit it, so you check the correct dashboard in APP?

    Or have you tried or modified other dashboards? Still can't see the changes?

    If so, I suggest you create a support ticket for professional assistance following the below procedure.

    Get Help + Support - Dynamics | Microsoft Docs

  • Tina Silver Profile Picture
    175 on at
    RE: Edit Dashboard on Customer Service

    Did you refresh the browser?  Ctrl-F5 or Shift F5

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