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Microsoft Dynamics CRM (Archived)

create a user dashboard in the

Posted on by Microsoft Employee

hello, how to create a user dashboard in the file  except "sales" like maketing, I couldn't find the dashboard below the name of file

.microsoft-crm-question.png

THANKS!

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  • Portalguy Profile Picture
    Portalguy 205 on at
    RE: create a user dashboard in the

    Can you mark the answer as verified please

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: create a user dashboard in the

    it's very useful! thank you!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: create a user dashboard in the

    thank you very much, it's very useful!

  • Portalguy Profile Picture
    Portalguy 205 on at
    RE: create a user dashboard in the

    Hi Siyu

    Please refer to following blog to modify sitemap using sitemap designer  to add dashboard

    community.dynamics.com/.../dynamics-365-site-map-designer

    community.dynamics.com/.../dynamics-365-sitemap-designer

    Sumit

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: create a user dashboard in the

    In your default solution, go to Client Extensions and Open Site Map. Select the Area that you want to add the dashboards to, and click on New SubArea.

    On the SUB AREA properties on the right, on the Type (Select a type) dropdown select Dashboard as the type. Give it a title and a unique id. You can also select the default dashboard to open when the user clicks on it. Save your changes and Publish.

    If you need you can set additional settings under advanced, such as Privileges or more.

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