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Customer experience | Sales, Customer Insights,...
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System Dashboards with hidden Views

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Posted on by 5

Hi everyone,

Sorry if this is the wrong forum, I am new or this has been answered before.

I saw a post from 2019 that it was impossible to hide views but was wondering if anything has changed?

I want to create system Dashboards available to all users but don't want to have millions of views just for the dashboard, is there any way of doing this? I know I could create and share as a user but that also involves having to share all the views, otherwise they get permission issues

Kind regards,

Adam

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  • Suggested answer
    Charan Raju C R Profile Picture
    7 Moderator on at
    RE: System Dashboards with hidden Views

    Hi Adam,

    If you're referring to the views under each chart components, View Selector can be turned off and also set the Default View under chart properties.

    DashoardViewOff.png

    If you're referring to dashboard's views itself, this can be configured to show only to the selected security roles and specific app (in D365).

    Please give more details if my understanding is not correct.

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