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Microsoft Dynamics CRM (Archived)

How to change order of dashboards

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Posted on by 645

I added a new dashboard to my user and now it shows as default (first thing shows when the form loaded), how do I change it ? I don't need it as default how do I change it ?

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Out of the box Dashboards and Views are ordered Alphabetically. I dont think you can change the order without writing a RetriveMultiple plugin but what about if you name them as shown below

    If you include number and a hyphen, you might get the order you want

    1 -  Customer Service Dashboard

    2 - Applications Dashbaord

    3 - Another dashboard..

    Update : sorry  somehow I only read you question heading  and my suggestions are for  changeing  the order  in the list of dashboard dropdown. If it's to just change default please follow what Ravi suggested

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    It seems you need to change the default dashboard or default page which appears after login.

    To change the default dashboard, you can either go into customizations >> dashboards >> select the dashboard you want to set as default and then click "Set Default".

    You can also set the particular dashboard as default from the main dashboard screen.

    If you want to change the default screens which loads up when you log in, you can do this by personal settings >> general >> Default Pane or Default tab

    2330.dash3.png

    2330.dash3.png

    1781.dash2.png

    Hope this helps.

  • damccracken Profile Picture
    139 on at

    Hello! I am migrating from Dynamics 2015 to Dynamics 365(2016) and I am experiencing this same issue to where my default dashboard is set to a "Whats New" dashboard. Its at the bottom of my Dashboard list in my solution, but the Dashboard at the top, which starts with "C", is showing up first. I see in my solution that "Whats New" has "Dashboard (Default)" as Type. Is this a bug in Dynamics 365, is there a workaround or fix for this?

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