CRM Library of Views & Dashboards

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Posted on by Pearse

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

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Ankit Sabharwal on at

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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

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