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Microsoft Dynamics CRM (Archived)

Copying Dashboard

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Posted on by 30

I have created one dashboard...how do I copy and then modify for a second dashboard?

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  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at

    H Billi, there is a feature: in CRM

    Save As:

    Select the Dashboard that you want to copy

    dashboardcopy2.png

    Click the Save as Button

    dashboardcopy3.png

    It will 'copy' and create another dashboard, then you can modify for the second.

    Hope it helps!

    Thanks.

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