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Microsoft Dynamics CRM (Archived)

To import or Export User Dashboard in solution.

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Dear Team,

When i export solution from developer instance and import it on production the customized Dashboard does not get import. Please let me  know how can i do the same.

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  • purwar purwar Profile Picture
    2,836 on at

    Pls share error message.

  • Suggested answer
    mscrmba Profile Picture
    on at

    Hi Abhijit,

    Normally I'd set a dashboard up as a systems dashboard. (Settings>Customizations>Customize the System>Components>Dashboards

    Those set up under e.g. Sales>Dashboards are User/Personal Dashboards.

    User/personal dashboards are not part of the base solution, so cannot be exported.

    You can convert a user/personal dashboard into a systems dashboard and then add that into a solution for export.  

    If your dashboard contains personal views and/or personal charts, you'll have to convert those also.

    You'll need to use code to do this:

    pogo69.wordpress.com/.../converting-querieschartsdashboards-from-user-to-system

    The basic approach is as follows E.g. Per Mike's previous forum response: Convert Personal Chart to System Chart:

    1.Navigate to the entity the chart is related to, e.g. Opportunities, expand Charts, select YourPersonalChart (this will export as an XML file)

    2.Click Charts tab, Export Chart, and save to My Documents or Desktop

    3.Navigate to Settings>Customization> Customize the System

    4.Expand Entities, Opportunity, click Charts

    5.Click More Actions, select Import Chart

    6.Browse to the saved XML file, Open, Import, then Close

    7.Publish All Customizations – Done, it’s now a System Chart

    8.Scroll to Dashboards

    9.Open the dashboard you want to add that chart to, or, create a new dashboard from this area (creating a dashboard from this areas automatically makes it a system dashboard)

    10.Add the new chart to this dashboard (Publish)

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