Microsoft Dynamics CRM (Archived)

List of all Dashboards

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Posted on by Community Member

I need to get list of all the current dashboards in the system,

I went to: Settings>>Customization>>Customize the system>>Components>>Dashboards.

I can see a list of dashboards , but it does not show all the dashboards

How can get list of all dashboards in all different modules

Many Thanks.

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David Jennaway 14,065 on at

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This should show all the system dashboards (i.e. those available to all users), but won't show personal dashboards. It's not that simple to get a list of personal dashboards, as CRM uses the security model to determine who can access the dashboards, so any user (including system admin) will only see dashboards they own, or have permission to via sharing. There are 2 ways to get all personal dashboards:

You can use impersonation to impersonate each user in turn and query the userform entity (this stores the dashboards). You'd need to write code to do this

If you have CRM OnPremise, and dbo rights in the SQL database, then you can bypass the CRM security by directly querying the userform view

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sardar ahmed 520 on at

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Hi Shaka,

The above navigation will only show you system dashboards, you wont see personal dashboards.

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Nithya Gopinath 17,078 on at

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Hi Shaka,

To see both system and user dashboards, you can write the code as shown in the link below.

msdynamics2011.blogspot.com/.../get-list-of-system-and-user-dashboards.html

Hope this helps.

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Community Member on at

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i query both user forms and system forms using the below simple queries as i'm not that expert how and where to use that code

1- select * from UserForm

2- select * from systemform

the 1st one gave me few records, but the 2nd one for system forms resulted more 1000 of records, im not sure if i have that much number of dashboards in the system

any advise?

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Nithya Gopinath 17,078 on at

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Hi Shaka,

Can you check how many dashboards you see under Settings>>Customization>>Customize the system>>Components>>Dashboards. If it is over 1000, then you will be definitely having these much system dashboards.

Hope this helps.

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Community Member on at

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As you may see above total is 23 records

while it gave a number of 1039 record as a result of the query:

select * from systemform

thanks

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Community Member on at

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Please try this:

select * from systemform where type = 0

0 is the type for dashboard.

https://msdn.microsoft.com/en-us/library/mt607589.aspx

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Nithya Gopinath 17,078 on at

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Hi Shaka,

Use the following query expression to retrieve system dashboards. You should add the condition type is 0.

QueryExpression query = new QueryExpression("systemform"); query.ColumnSet.AddColumns(new ColumnSet{"formid","name","isdefault","description"}); query.Criteria.AddCondition("type", ConditionOperator.Equal, 0); query.Orders.Add(new OrderExpression("name", OrderType.Ascending)); return orgService.RetrieveMultiple(query);

Hope this helps.

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Community Member on at

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thank you , this worked fine for me

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Community Member on at

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thank you it was great help

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