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Microsoft Dynamics CRM (Archived)

Dashboard on Mobile Devices

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I have rolled out some sales dashboards which display correctly on the web client, but I cannot get this on the tablet. How can I roll out dashboards that are on the web client to the mobile devices, specifically iPads using the Dynamics App. 

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Jerry P.,

    Open the dashboard properties for each of your sales dashboards and make sure that the "Enable for mobile" checkbox is selected in the dashboard properties.

    1323.Dashboard.png

    Follow these steps.

    1. Open the Default Solution.
    2. Click "Dashboards".
    3. Select Dashboard(s).
    4. Click the "Properties" button.
    5. Check the "Enable for mobile" checkbox.
    6. Click "Ok".
    7. Save, close, and publish.
  • Anneke DB Profile Picture
    215 on at

    Hi Jerry,

    Did this resolve your problem?

    I have enabled mobile for all the system dashboards I created, but they still don't appear on mobile. Any idea why this is? 

    KR,

    Anneke

  • Suggested answer
    Nishant Rana Profile Picture
    11,325 Microsoft Employee on at

    Check if the dashboard is enabled for the security roles that the user has.

    Select the Dashboard in the customizations section and use Enable Security Role

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