Default to Tiles view in Dashboard

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Posted on by Venedict

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Hi,

I noticed that in the Event Management Dashboard, some of the view will default to tiles view. How can I make the list view to tiles view by default when dashboard is loaded?

Thanks.

Regards,
Teh

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cloflyMao 25,210 on at

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RE: Default to Tiles view in Dashboard

Hi Teh,

Event Management Dashboard is "Interactive Dashboard".

There are two layouts for this type of dashboard:

* Multi-Stream

* Single-Stream

Currently tiles component is only supported in 5-Column Overview Dashboard I and II of Single-Stream layout dashboard, and these tiles will be always positioned on the right side of the dashboards.

(We can find that Event Management Dashboard is 5-Column Overview Dashboard I of Single-Stream layout.)

In other word, for Interactive Dashboard, all components position and layout are fixed.

An alternative solution is that you could create a custom Multi-Stream Dashboard, then add multiple stream components(stream could be regarded as view) into Streams section:

Then we can click "Switch To Tile View" button to change these views into tile view.

Please take articles below as reference for introduction about Interactive Dashboard.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-interactive-experience-dashboards

https://carldesouza.com/using-creating-single-stream-multi-stream-dashboards-dynamics-365/

https://rocketcrm.co.uk/dynamics365_interactive_dashboards/

https://www.inogic.com/blog/2018/05/new-entity-specific-dashboard-in-dynamics-365-v9-0/

Regards,

Clofly

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Venedict 1,235 on at

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RE: Default to Tiles view in Dashboard

Hi Clofly,

I understand the interactive dashboard.

What I would like to achieve is, when I launch the dashboard, I want to default it to display as tiles view, instead of need to press on the tiles view.

Thanks.

Regards,

Teh

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Verified answer

cloflyMao 25,210 on at

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RE: Default to Tiles view in Dashboard

Hi Teh,

We couldn't set tile view as default view, it's by design.

You could take workaround below as reference:

1. Create a multi-stream dashboard and add it to a solution, then export the solution.

2. In customization.xml, remove all chart elements.(they are all in a tab node.)

3. Apply modification to xml file by attached notes of screenshot:

4. Import customized solution back to CRM and publish all customizations.

Result:

As what result shows, we can only see tile views by default.

Actually the dashboard has been changed to "single-stream" type, because tile views could be only available by default in this type of dashboard.

So obviously, you could also create a single-stream dashboard directly, remove left stream(list) component and middle chart components, only keep right tile components.

(Please note that "Other Queues and Views" might not be able to remove by us because the label is required in single-stream dashboard.)

My customization.xml code:

{a0372f4c-a9ab-ea11-a812-000d3ab85a2e} 1 0
true msevtmgt_event {90C6947A-73D4-46F8-A1B9-658512390AC7} true msevtmgt_event {05BF9E5D-6E68-E711-A824-000D3A33777B}
1.0 0 1033

Regards,

Clofly

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Venedict 1,235 on at

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RE: Default to Tiles view in Dashboard

Hi Clofly,

Thanks for your help. Will try out your solution.

Regards,

Teh

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Suggested answer

ShaileshJain on at

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RE: Default to Tiles view in Dashboard

As Clofly replied, the dashboard is based on D365 dashboarding capabilities, you could build a version of "event dashboard" that you like and make that the default dashboard for your users.

the underlying capabilities of dashboarding are not specific to events, or D365 Marketing, but standard D365 platform capabilities - any help on that would be best from the specific forums

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cloflyMao 25,210 on at

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RE: Default to Tiles view in Dashboard

Hi Teh,

Could it work for you?

Regards,

Clofly

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Venedict 1,235 on at

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RE: Default to Tiles view in Dashboard

Hi Clofly,

Looks good to me now.

Thanks.

Regards,

Teh

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