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Customer experience | Sales, Customer Insights,...
Answered

Help with Views/Charts in a Dashboard

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Posted on by 20

Hello,

I'm creating a custom dashboard within the D365 CRM and for the entities like Activities, Opportunity and Quote I am able to choose My Views which are customer views I created and then I can choose which chart I would like.

For some reason the entity called Forecast Product Line only shows me system views.

Any idea where to start/check to see why this entity is restricting which views I can choose in the dashboard?

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  • Suggested answer
    Yiming  Profile Picture
    on at

    Hi, 

    Please try to deactivate and activate the default public view of your "Forecast Product Line", then check again.

    Similar issues:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/156224/issue-using-personal-views-in-dashboards

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/316867/dashboard---unable-to-select-personal-view/919435

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