Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

CRM Library of Views & Dashboards

Posted on by 5

Hi all,

I’m not sure if I’m posting in the correct section, so apologies if I’m wrong.

I’m working  in a financial institution where there are multiple teams viewing multiple dashboards containing multiple queries (created in Advanced Find). 

My problem is that with so many queries, dashboards, charts etc we don’t have an overview of what’s out in the business, who uses what and what we can get rid of. 

Would anyone know how we can get some kind of breakdown of the library / population of what’s in the business, with some detail of who each view etc is shared with and sone analytics on the usage for the population of reports?

Many thanks in advance,

Pearse

  • Suggested answer
    RE: CRM Library of Views & Dashboards

    Hello Pearse,

    Unfortunately right now in Dynamics 365, we don't have a way to have an overview of all the personal views and the dash boards.

    But nevertheless, through SDK and Xrm ToolBox plugins it might possible.

    For dashboards you can use SDK : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/customize-dev/sample-create-retrieve-update-delete-dashboard

    For Personal Views there is a plugin named Personal View Manager which might suit the requirement.

    Hope above information helps 

    Best regards,

    Ankit

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans