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Microsoft Dynamics CRM (Archived)

Custom Dashboards not showing up for users with sales licenses

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I'm having an issue with custom dashboards not showing up for sales users, when I go to this screen and use the option marked as 1:
Crm_2D00_choice.png


I get access to the custom dashboards:
Custom_2D00_Dashboards.png

However when I hit option 2 on the first screen with the same user I only get these dashboards:

sales_2D00_dashboard.png

The custom dashboards have their permissions set to be available to everyone, and according to the licensing guide Sales people should be able to access the custom dashboards in the sales app. How do we get these dashboards to show up for these users?

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  • Verified answer
    Joseph McGregor Macdonald Profile Picture
    597 on at

    I think you will need to add it to the Sales App's dashboards configuration. Try these steps as a system administrator

    1. Navigate to Settings -> Application -> My Apps (at the right hand side)
    2. The system should display all App's for your instance
    3. In the Sales app click the ... option then in the dropdown OPEN IN APP DESIGNER
    4. In the right hand side of the new window select Dashboards
    5. It should display a list of Dashboards with some of them 'selected'
    6. Set your new Dashboard as selected
    7. At the top right click Save then Publish
    8. Reload the App and it should now display in the Dashboard dropdown

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