Issue Using Personal Views in Dashboards

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I am trying to create a CRM dashboard with a list component and I want it to show a personal view for Appointments (Meetings). For some reason personal views "My Views" does not show up when trying to setup the list in the dashboard. When I select Activities, Opportunities, other entities, I get both system and personal views but not with appointments. Is there a setting I have not set for this entity? I have shared the personal view with several people, it is saved, I have created a chart for this view but only system views are available in the list when I add it to my dashboard.

Any ideas?
Thanks, Jennifer

CRM 2011-on prem

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mscrmba on at

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Have confirmed the behaviour you are seeing. Not that that solves your issue.

Interestingly enough for Systems Dashboards and Personal Dashboards only 3 systems Appointments views are available (even if you have any number of other systems and/or personal Appointment views).

Could you maybe use an iFrame approach?

Normally if you are creating a personal dashboard you can insert personal views. But it appears not to be the case OOTB for Appointments. (Personal views are never available if you are creating a systems dashboard. But you can share personal dashboards just like you've shared your personal views.)

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Community Member on at

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Thanks for replying. Yes it is a personal dashboard. All other entities show the available personal views except appointment which is odd. I have not enabled personal views for dashboards anywhere so I don't understand why this one activity type is causing issues.

Thanks!

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Mahendar Pal 45,095 on at

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You should be able to get it (not sure if it will help but just try to do IISRESET), I just created on Personal view and able to see it over my personal dashboard.

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Community Member on at

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Thanks Mahendar but the IISRESET did not clear the problem. I still cannot get to personal views in Appointments. Any other ideas?

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mscrmba on at

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The solution I had did not have CRM for Outlook installed (where I replicated the problem you were seeing).

What is your set-up?

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Community Member on at

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I have tried editing the dashboard in both Outlook client and the web client and I get the same thing.

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Community Member on at

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I have tried all of the suggestions below and I still have this problem and it is only with Appointments (meetings). I have tested this in our test environment and I have the same issue. Personal views show up just fine with other activity types. ISSRESET did not help.

Any other suggestions?

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Aileen Gusni 44,524 on at

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Jenni,

Is that the personal view problem only coming up when you are in the Dashboard?

I mean what if you go to Advanced Find -> Saved View and is that available or not>

It is also can be related to the security

Anyway, Jenni,

I found similar problem that you might take a look:

community.dynamics.com/.../127403

Try to deactivate and activate the default public view of your Appointment.

It is kind of weird but some people tried and worked.

Hope this helps.

Thank you.

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mscrmba on at

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It works for me - hopefully it will for Jenni too...

Can now create Systems and Personal Dashboards with lists of 'My Appointments'...

Weird - but great.

Thanks Aileen/Zack/Laurent!

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Community Member on at

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Thank you Aileen/Zack/Laurent! This worked for me as well! I really appreciate everyone's help with this!

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