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Customer experience | Sales, Customer Insights,...
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Creating a system dashboard in the classic designer not appearing on the front end UI

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Hi Experts,

My customer has the wave 1 2021 online version of sales enterprise.  I was creating a new system dashboard in the classic designer and when I save and publish it, it is not displayed in the front end UI as a new system dashboard?

When I look in power apps I do not see it as well.  Is this a bug or do you have to use the maker portal now to create system dashboards?  When i create it in power apps, you still need to add it to the sales hub from the app designer to dashboards and then it appears in the front end UI.  Is this a change with the newest release?

Debbie

  • Community Member Profile Picture
    on at
    RE: Creating a system dashboard in the classic designer not appearing on the front end UI

    Hi, thanks for the clarification.  I have not created new system dashboards using the new maker portal.  I just did it the way it USED to work.  

  • Verified answer
    Nya Profile Picture
    29,060 on at
    RE: Creating a system dashboard in the classic designer not appearing on the front end UI

    Hi,

    There are two different types of system dashboards. One is created for entity and the other is created for the whole.

    For example, I created a dashboard for the Account entity called Dashboard 01.

     pastedimage1620023687386v1.png

    And I created a dashboard not only for a certain entity called Dashboard 02.

     pastedimage1620023691014v2.png

    When opening the App Designer in Power Apps, only Dashboard 02 can be found in the list of artifacts Dashboards.

     pastedimage1620023696914v3.png

    Dashboard 01 can be found in the list of ENTITY ASSETS Dashboards. (Here is in the list of Account Dashboards.)

     pastedimage1620023701663v4.png

    However, both of them need to be added into the App Designer and published if you want them to be shown in the application.

    It is not the change with the newest release. It is a design existing in the old version.

    To know more about the difference, please refer to the following documentation:

    Add or edit app components with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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