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Customer Insights - Journeys forum

Activities on shared dashboard

Posted on by Microsoft Employee

Hi.

I'm looking in to creating a shared dashboard for two collegues.

They want both of their "my activities" to merge together into a new view, showing both of their activities.

I tried to create this in settings > Customization > Customize the system > Entities > Activity > Views.
I have however been unsuccessful.. Can you guys help?

Best Regards

Thomas

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Activities on shared dashboard

    Go To >Settings > Customization > Customize the system > Entities > Activity > Views and click on new view. Give it a name.

    Click on "Edit Filter Criteria" then a window get popup, Just select Owner equals to "User1" and "User2". Save view.

    This view will be available to all users.

    If you want to create view for only these two users then you can create personal view from advanced find and share it between those specific users.

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