Show a specific dashboard for a specific user role by default

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Posted on by Deepak Trama

I want to configure CRM so that it shows a specific dashboard by default for a specific user role. Is this possible through some setting or by writing customization code using a plugin or javascript?

For example if John the CEO logs in - he should see the annual revenue dashboard, if a sales person logs in they see the leads dashboard.
The dashboards are public dashboards and not personal dashboards.

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alf 17,915 on at

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Re: Show a specific dashboard for a specific user role by default

Hi Deepak,

If you are using CRM 2011 a user can set their own 'default' dashboard. In the dashboard area, there is a 'set default' button that sets your default dashboard.

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Sean Kenney 5 on at

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Re: Show a specific dashboard for a specific user role by default

I too am looking for the same capability. I would prefer not to have the user set thier own. I would like to set it for them.

Thanks,

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Willem De Backer 20 on at

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RE: Show a specific dashboard for a specific user role by default

you can use a tool from XrmToolbox (tool = User settings Utility) , with that tool you can set easely the default dashboard for specific roles/users 1 by 1 or in bulk.

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