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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Personal Dashboard on ...
Microsoft Dynamics CRM (Archived)

Personal Dashboard on CRM Mobile App

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Posted on by coldiron 50

I have a user who has created some Personal Dashboards (non-system dashboards), but she cannot get them to show up on the Mobile App for Dynamics.  Is there a setting or way to turn these on for Personal Dashboards?  I know for System Dashboards there is "Enable for Mobile" checkbox to turn it on for Mobile.

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  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Coldiron,

    Make sure you have done correct settings, because enable for mobile will turn it on for mobile or you can also try creating another personal dashboard and try if you are able to see or not

    In the web app, go to Sales > Dashboards.

    Click New.

    Click Properties.

    Enter a name for your dashboard and select Enable for mobile.

    Add the components you want on your dashboard and click Save.

    In the mobile app, follow the previous procedure to select your new dashboard and set it as your home page.

    Best Regards,

    Shahbaaz

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

    It is now much more simplified with new unified interface

    nishantrana.me/.../

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