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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dashboard - list of av...
Microsoft Dynamics CRM (Archived)

Dashboard - list of available views restricted

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Posted on by G.Vetere 8

Hi,

I'm creating a Sales dashboard that includes a list of Activities. I want to use the system view called My Open Activities, however it's not available to choose, why is that? and how can I make it available?

The list of system views for Activities

crm04.PNG

The views available to choose when setting up the list in the dashboard - not all views are there

crm03.png

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Try changing "Records" selection from "Only Related Records" to "All Records"

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,264 on at

    Hi,

    As per OOB filter criteria of "My Activities" it will show the "Open" & "Scheduled" activities. But you can create your won view with desired filter and use it in dashboards

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi,

    Try to set "My Open Activities" as default view by going to

    Settings -> Customization -> Customize the System.

    Expand task/ activity entity  and then select   "My Open Activities"   view for which you want to set the Default view  -> In the top menu under "More Actions"  you case see "set default" options.

    When you configure the Default view it applies to all users. So whenever any user logs in and navigates to activity entity, they will see ‘My Open Activities ’ view.

    You can refer below reference-

    www.inogic.com/.../tip-setting-your-own-default-view-in-dynamics-365

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