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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to set the default...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to set the default Dashboard per security role or team?

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Posted on by FrancoisT 188

Hello !

We have hidden most of the dashboards, and created our own. I set it as default, but sometimes, users see an error message as the CRM is trying to show the Outlook dashboard, and it's not working. 

Ideally, I would like to be able to set a dashboard per security role, to have different dashboards for different profiles. Or at least, one default dashboard per "zone" (sales, services, marketing), but I can't do that either. In the SiteMap editor, there is a field for the dashboard, but i can't select anything in the field. 

What am I doing wrong ? 

  • Soumen S Profile Picture
    Soumen S on at
    RE: How to set the default Dashboard per security role or team?

    Hi,

    Is this happening on any specific app? If yes check that app in app designer as well.

    Also check if the users have any team membership which have more security roles which giving them access to other dashboards.

    Thanks,

    Soumen

  • FrancoisT Profile Picture
    FrancoisT 188 on at
    RE: How to set the default Dashboard per security role or team?

    Thanks for your answer ! :-)

    I did that already. I have removed all security roles for all the dashboards we are not using anymore, I have allowed our new dashboard for everybody, and set it as default. The outlook dashboard is allowed for everybody as well (if not, the Outlook integration is not working). But from time to time, it seems to decide that the Outlook dashboard is the default one. It happened yesterday, and I didn't change anything in the CRM that day. And the users didn't touch anything either. So it's really weird.

  • Suggested answer
    Soumen S Profile Picture
    Soumen S on at
    RE: How to set the default Dashboard per security role or team?

    Hi,

    Please go to Settings-->customization-->customize the system-->Click on dashboard -->select the dashboard you want-->enable security role.

    pastedimage1589887771422v3.png

    Thanks, 

    Soumen

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to set the default Dashboard per security role or team?

    Hi,

    You can't set a dashboard according to security roles. You can use a tool called User Settings Utility available on XrmToolBox. You can apply a default dashboard to users within a view.

    pastedimage1589881228601v2.png

    Also, please check the post below for your error:

    https://www.magnetismsolutions.com/blog/seanroque/2019/10/21/error-when-accessing-dashboards-in-dynamics-365

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