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How do I make a Dashboard in Power Apps a Default System Dashboard?

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Posted on by mfinch

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When I created a Dashboard in Power apps, I cannot figure out how to link it to System Dashboards or even My Dashboards.

If I create a dashboard in Dynamics 365 Sales, it populates onto My Dashboards.

I need to set a new System Dashboard from Power Apps.

Much appreciated!

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Torrado 1,270 on at

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RE: How do I make a Dashboard in Power Apps a Default System Dashboard?

Hello,

Please check this post: https://carldesouza.com/setting-the-default-dashboard-in-dynamics-365/

It's for an old version of Dynamics 365 but may help you understanding how to create a system dashboard and set the dashboard as the default one.

Hope this helps you.

Please mark the answer as verified if helpful. That will help others in future.

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mfinch 140 on at

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RE: How do I make a Dashboard in Power Apps a Default System Dashboard?

I think this link is also outdated because I have a Dashboard I created in Default Solutions that I published. It does not populate in System Dashboards on the Homepage.

To my knowledge, you cannot search for Dashboards in Advanced Find and I am still unable to locate the "Promote to System Dashboard" button.

Wahaj Rashid

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Wahaj Rashid 11,321 on at

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RE: How do I make a Dashboard in Power Apps a Default System Dashboard?

Hi,

The button should be available in Advanced Find (when you open a saved view).

Saved views are not added in the solution (as components).

Also, here is a similar thread:

(+) convert personal dashboard to system dashboard - Microsoft Dynamics CRM Forum Community Forum

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mfinch 140 on at

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RE: How do I make a Dashboard in Power Apps a Default System Dashboard?

The link you shared to Convert a Personal View to System View is from 2016. The button to "Promote to System View" is not accessible in the cloud version whether I am in classic or the new view.

Where is this button now? Wahaj Rashid

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Wahaj Rashid 11,321 on at

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RE: How do I make a Dashboard in Power Apps a Default System Dashboard?

Hi,

Thank you for your query.

There is not out-of-the box feature to convert personal charts, views to dashboards as system.

Please look at the following article (add-in):

Convert Personal View to System View - Microsoft Dynamics CRM Community

You can also use following XRM Toolbox plugin to share personal views, charts and dashboards easily with other users:

Personal Views Migration · XrmToolBox

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