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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboard Customizations
Microsoft Dynamics CRM (Archived)

Dashboard Customizations

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Posted on by deno43 115

Hi All,

I have multiple questions which are all related to Dashboards, hope you guys can help me out...

  1. Is it possible to enable inline charts alongside with a view in the dashboard? I know I can have view and chart in the same dashboard, but we want to have only entity list in the dashboard and inline charts
  2. Is it possible to have personal views in the list that is displayed in the dashboard?
  3. Is it possible to enable filtering on views in the dashboard?

Thanks and regards!

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi Denis,

    Unfortunately most of your answers are no.

    Inline charts are an entity feature, so is only available there. You can have a chart and an entity list.

    If you have a chart, you can expand it, it will show you the associated data in an entity list view.

    Personal views are not allowed in System Dashboards.

    Filtering is only allowed if you click on the associated view (table icon next to add new), in an entity list. This will pop up the entity list in a grid view that provides ability to filter.

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    As per my knowledge here is some of your questions answers , Hope this helps -

    1. I don't think you can show inline chart but you can achieve like below .

    dashboard4.png

    2.You  can create personal view.

    dashboard2.png

    1. You can do filtering on top of views.

    dashboard3.png

    dashboard4.png

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    He is on CRM 2016...

    Filtering not available for views...

  • deno43 Profile Picture
    deno43 115 on at

    Thanks guys!

    I think the answer to the next question would also be no, but still - this one really strange.

    So, we activated editable grids on the entity but it is not working on the dashboard.

    7774.Editable.png

    Clicking on Read-only Grid or Editable grid does nothing. Is this a bug in our system or a known bug? 

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