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Unable to customize dashboard?

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Posted on by Community Member

I'm trying to create a dashboard for my team with things like "opportunities with out a contact" or "top deals" and show the next steps field. I'm used to salesforce, so this is all new to me. All the options I'm finding have canned reports that don't meet my needs. I am a sales manager, and not an administrator, so my access may be limited.

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Adrian Begovich 1,027 Moderator on at

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RE: Unable to customize dashboard?

Hi Alaloo,

Ask your administrator to increase your security permissions so that you can customise the dashboard.

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Brandon Sambat on at

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RE: Unable to customize dashboard?

At the other posted stated you will need the Admin of Dynamics to increase your permissions for have more access into Dashboards. Make sure all teams/users have the correct access to entities and/or data. Not sure how detailed you would like to get but you could incorporate Power BI to pull in Dynamics data for Dashboards.

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