Microsoft Dynamics CRM (Archived)

My custom DashBoard is not showing in Dashboards.

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Posted on by Community Member

Hi,

I'm unable to see my custom Dashboard in Settings->Customization->Dshboards.

Is there any way to locate my custom dashboard to this?

Thanks,

Kandarp

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Mithilesh Kumar 10,047 on at

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RE: My custom DashBoard is not showing in Dashboards.

Hi Kandarp,

Which Browser have you used to create the Dashboard. I am suspecting Browser issue.

If it is Chrome switch to IE or Firefox Mozilla to create your Dashboards (or any Customizations)

You may encounter above error with Chrome. After creating it does not appear on the list.

Thanks

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Mithilesh Kumar 10,047 on at

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RE: My custom DashBoard is not showing in Dashboards.

Kandarp,

One more thing, Dashboard created from here (shown below) will not appear in Customization Area.

Reason being, these Dashboard created are Personal and will not appear in Customization Area

Hope that helps

Thanks

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Community Member on at

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RE: My custom DashBoard is not showing in Dashboards.

I am using the IE.

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Mithilesh Kumar 10,047 on at

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RE: My custom DashBoard is not showing in Dashboards.

And are you creating the Dashboard from Customizations Area or the place highlighted in my above example.

If Customizations Area and using IE11, then I would suggest you to look for windows update KB3008923 (IE11 fix), if yes please uninstall it and try again.

I would also suggest you to check with Firefox Mozilla.

Thanks

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Aileen Gusni 44,524 on at

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RE: My custom DashBoard is not showing in Dashboards.

Kandarp,

What do you mean 'My Custom Dashboard'

Is that personal Dashboard or System Dashboard?

If you create the new Dashboard through Settings -> Customization -> Dashboards then New Dashboard then it is System Dashboard

If you create the new Dashboard through Home -> Dashboard or through anywhere from sitemap then create New Dashboard, it is Personal Dashboard

For the System Dashboard, to make it visible to all users you need to Save and Publish it.

Then back to your CRM then refresh is might be required.

For the Personal dashboard, by default it would be only appearing in your side, if you want other users have it, you need to make sure that you have shared it.

Hope this helps!

Thanks.

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