Personal view on dashboard in CRM2013?

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Posted on by Fredrik Neiderud

Hi,

I'm trying to create a personal dashboard to follow up on specific cases in CRM2013.

I've created a personal view to find the relevant cases (using advanced find and saved the view), but I can't seem to add it to my dashboard as a list...
No personal views appear in the view selector when I choose the entity 'case'. However all personal views are available if I choose the contact or account entity.

Is this a system limitation I've stumbled upon?
If so, does anybody know why this limitation exists? Is there any plan to add the missing functionality?

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jlattimer 24,562 on at

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That should work. I was able to add a saved view to a personal dashboard. Maybe you just need a good refresh of the browser to see it?

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Fredrik Neiderud on at

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Looks good in your screen shot, but I can't see the same behavior...

Logged in from scratch today, but the personal views are still not available to add.

I checked other entities as well, and found an interesting pattern - personal views are only available for contact and account-entities.

Personal views from no other entities show up in the dashboard "add component"-dialogue, neither built-in entities nor custom entities.

Could it be a difference between versions? I'm running 6.0.1.61 on-premise

Did you test using CRM Online?

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jlattimer 24,562 on at

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It is possible - as I was testing using CRM Online. Have you also tested as using the System Administrator role to make sure it isn't a permissions issue?

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Topher5 5 on at

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Has this issue been solved? I see the same problem from my users! Anyone help!

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vsomireddy 40 on at

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I have the same problem, for me Account entity personal views are not appearing, Other entities like Contact and Lead entity personal views are appearing in Dashboard List, I am on Rollup 16 CRM 2011, please let me know if you guys have any idea. thanks..

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Aileen Gusni 44,524 on at

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Hi Fredrik,

I try to add Case Personal View and I can find it in the personal Dashboard list.

Are you using Google Chrome? But I am also using Google Chrome..

Have you saved the view and maybe you have criteria that cause the limitation?

Can you share your personal view columns and criteria?

Thanks.

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Laurent Wery 30 on at

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Hi all,

I've the same issue in CRM 2011, but only on the appointement entity.

Has anybody found a solution ?

Thanks

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Stacey Salgado 5 on at

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I am also having the same issue - I am using CRM 2013 online, and I am unable to add personal Lead views to dashboards using any browser or the Outlook plugin. I can add personal views for other entities to dashboards, such as Contacts, Opportunities, System Jobs, and more - just not leads.

Note: I was able to add personal Lead views to dashboards in a free trial account, just not in my account. I cannot find any configuration option within CRM to allow or prevent this feature. Has anyone found a solution?

Thank you.

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zack liu on at

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I met the same issue. But I found there is no default public view for the entity, so I set one of the view as default. Then everything goes well. Hope this will be help.

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Verified answer

Laurent Wery 30 on at

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Hi Zack you put a finger on a thing. I ve checked, i have a public view as default but ... I've checked in db (SavedQuery) I found a desactivate view which are as default to. I've set the field Isdefault='0' and ... unbelievable i recover my personnal view in my dashboard. Hope it will help you too.

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