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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboard - Unable to ...
Microsoft Dynamics CRM (Archived)

Dashboard - Unable to select personal view

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Posted on by Community Member Microsoft Employee

While adding a List component on CRM dashboards, we are unable to select personal views for certain entities (like Invoice). However, for some entities we are able to select personal views. (including some system entities like account).

Below screenshot shows when we try to add an Invoice List component, we are unable to select peersonal views.

However, for a custom entity (Serial Code), we were able to select personal views.

Does anyone know the reason for this or how to enable personal views for other entities?

Dashboard-2019_2D00_04_2D00_01-13.21.07.png

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard - Unable to select personal view

    Thanks Anand.

    Deactivating and activating default view worked.

  • Verified answer
    crm development Profile Picture
    crm development 870 on at
    RE: Dashboard - Unable to select personal view

    Hi Aakarsh, try to deactivate and activate the default public view of Invoice Entity.

    Few people faced similar kind of issue. Check below link. Thanks.

    community.dynamics.com/.../156224

  • Suggested answer
    crm development Profile Picture
    crm development 870 on at
    RE: Dashboard - Unable to select personal view

    Hi Aakarsh, try to deactivate and activate the default public view of Invoice Entity.

    Few people faced similar kind of issue. Check below link. Thanks.

    community.dynamics.com/.../156224

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard - Unable to select personal view

    Hi Anand,

    Thanks for reply.

    I am creating a new dashboard. Also, I was wondering since I am allowed to add personal view of one entity(serialcode), then it should be allowed to add personal view of other entities as well. What do you think?

  • Suggested answer
    crm development Profile Picture
    crm development 870 on at
    RE: Dashboard - Unable to select personal view

    Hi, are you trying to add personal view in System dashboard? As suggested above, a personal view cannot be added to System dashboard.

    Thanks,

    Anand

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard - Unable to select personal view

    Thanks for reply Charles.

    Yes I am able to see the view from main entity views list and from the Advanced Find saved views as well.

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Dashboard - Unable to select personal view

    Are you able to see it from the main entity views list or in the Advanced Find saved views?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard - Unable to select personal view

    Thanks for the reply.

    I created a personal view. But it is not showing in the list component on the Dashboard.

    Is there any special setting for this?

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Dashboard - Unable to select personal view

    Hi

    I have just created a personal view on Invoice and I am able to add this to Personal Dashboard.

    ScreenClip-_5B00_496_5D00_.png

    Like suggested by Charles, It is more likely that the invoice personal view you are trying to add is created by someone else or you are trying to add Personal View on a system dashboard, not the personal dashboard.  A personal view cannot be added to System dashboard.

    If its view created by other users, please ask them to share it with you so that you can add to your personal dashboard.

    You can verify if you have access to this view, from Entity home page or Advance Find Saved views once you selected the entityy

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Dashboard - Unable to select personal view

    Hello,

    It looks like the personal views that you are able to see for serial code entity, were created by you; while, the ones that you are not able to see for the invoice entity are created by other users.

    In order to be able to see these views, you must ask the user who created them to share those views with you. After that, you will be able to see them and add them to your dashboard.

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