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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / New system dashboards ...
Microsoft Dynamics CRM (Archived)

New system dashboards aren't available

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Posted on by Jeff-B 70

Hello,

I created a new system dashboard (so through Customize the System > Dashboards > New).  I published the Dashboard...and it's not available to select in the drop down.  The dashboard is enabled for all security roles right now.

What's interesting is I can use XrmToolBox's User Settings Utility and set the Dashboard as the default for a user.  When the user logs in, the Dashboard page just uses the one of the out of the box Social Overview dashboard.

I then deleted the dashboard and created again, same results.  So I then created a new dashboard with nothing on it, same result.  I then created a personalized dashboard...and same result.  I searched the forums for a bit but no solutions yet.

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I have the same question (0)
  • Abby Kong Profile Picture
    Abby Kong 6 on at

    Hello Jeff,

    Please 'Publish All Customizations' for new dashboard and make sure user refresh the page afterwards.

    Also, if your user is using an app, you also need to include the new dashboard through App Designer.

    Regards,

    Abby

  • Community Member Profile Picture
    Community Member on at

    Hi,

    Do you mean that you create a new system dashboard as a system admin navigating by

    Settings > Customizations > Customize the System > Components > Dashboards > New?

    Then you click "Publish all the customizations", but when you check the dashboard in the Sales, the new dashboard doesn't in the list.

    DO you refresh the system? Do you try to clean the caches of the web browser and login to check again?

    Does this issue happen with system admin?

    Which version of Dynamics CRM do you use?

    BR,

    Judy

  • SCV Profile Picture
    SCV 1,004 on at

    This can be a caching problem; clear your browser cache and try. it should work.

  • Verified answer
    Jeff-B Profile Picture
    Jeff-B 70 on at

    Thanks for the suggestions.  I was able to resolve this morning by changing the security of some of the dashboards that the user doesn't need.  Once I removed their role from it, it showed up.

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