Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom Dashboards not ...
Microsoft Dynamics CRM (Archived)

Custom Dashboards not showing up for users with sales licenses

(0) ShareShare
ReportReport
Posted on by Community Member

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?

*This post is locked for comments

  • Verified answer
    Joseph McGregor Macdonald Profile Picture
    Joseph McGregor Mac... 597 on at
    RE: Custom Dashboards not showing up for users with sales licenses

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans