Trying to add the "Saved Views" subgrid (Advanced Find) to a Dashboard (Updated with new XML)

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Posted on by C. Dennett

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Version 2104 (9.1.4.31) (DB 9.1.4.31) on-premises

Trying to add the "Saved Views" subgrid from Advanced Find to a Dashboard, possibly within an iFrame or creating a Web Resource, and I can't find any help on how to accomplish this. Here is a screenshot showing what I'd like to show up in the iFrame or Web Resource:

Specifically, I'd like the "Saved Views" subgrid for All Entity Types (as in when choosing "All" from the "Record Type" dropdown in the "Saved Views" tab ribbon).

Can anyone tell me how I might accomplish this?

EDIT: I've got the XML code I want doing what I want, but I can't figure out how to make it into a view in CRM. There is no way to create an Advanced Find view for the "User Query" entity, which is the entity I want to show. Thus, I cannot build the view columns properly to match, and am unable to save the custom XML over the top of any existing views.

How to I get the following to appear on a Dashboard?

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Yoshika Suzuki Microsoft Employee on at

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I may not have answered your question, but how about adding a view directly to your dashboard?

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Community Member on at

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Hi,

First check your privilege then try to do your step.

Thanks,

Arshad

Please like and subscribe my youtube channel and follow my blog as well for interview preparation and more update please.

https://www.youtube.com/channel/UC3Pe9Y_2SxA9xAmTfuSWQaA/videos

https://juniorcrmblog.blogspot.com/

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C. Dennett 330 on at

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Thank you for the suggestion Yoshika, but as I stated in my update to the original post, there is no way to create an Advanced Find view for the "User Query" entity, which is the entity I want to show. Thus, I cannot build the view columns properly to match, and am unable to save the custom XML over the top of any existing views.

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C. Dennett 330 on at

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Hi Arshad. Thanks for the suggestion, but I am system admin, and have full access to Saved Views. My issue is that I want to add the Saved Views view to a Dashboard, but cannot figure out how to get it to display outside of the Advanced Find window.

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