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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom Dashboard not d...
Microsoft Dynamics CRM (Archived)

Custom Dashboard not display in outlook app in Dynamics CRM v9

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Posted on by Vikas Negi 140

Hi,

I have Configure outlook in my Dynamics CRM V 9.0 but its show me basic details only.

I have added my dashboard in App for Outlook but its not display in outlook Dynamics 365 Preview. as show in below screenshot.

5618.outlook.png

can any one help me out.

Thanks in advance.

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I have the same question (0)
  • Vikas Negi Profile Picture
    Vikas Negi 140 on at

    can any one help me out.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I have the same problem. Did you find any solution?

  • Suggested answer
    Kazemi Profile Picture
    Kazemi 40 on at

    Hi

    1- Open App for Outlook sitemap designer. Go to Settings > Customizations > Customize the system > Apps > App for Outlook.

    2- Add desired dashboards to the app and in the App designer switch the default dashboard

    IMPORTANT -

    Switching the default dashboard for App for Outlook in App designer  and dashboard customization are not supported currently

    System customizers have access to the App Designer for Dynamics 365 App for Outlook as it is one of the App Modules in version 9.0. We recommend that you do not change the default App for Outlook dashboard as that is not supported. this will cause you to lose the tracking and set regarding option on Dynamics 365 App for Outlook.

    check this answer as suggested answer if you found it helpful

    Thanks,

    Hassan Kazemi

    www.linkedin.com/in/kaz3mi/

  • Community Member Profile Picture
    Community Member on at

    Hassan,

    How do you reverse this? I edited the App for Outlook dashboard and the tracking options disappeared. Now that I have removed the customizations I made, there is still no clear way to restore the original functions. How to do so?

    Thanks,

    Bree

  • Suggested answer
    Kazemi Profile Picture
    Kazemi 40 on at

    App for Outlook dashboard is a OOB dashboard should not be customized. you should switch the dashboard in the app but not customizing the App for Outlook dashboard.

    to revert this changes back to the default, I'd recommend to reset a sandbox instance and create a solution containing App for Outlook dashboard and import the solution in the target instance. this should overwrite your App for Outlook dashboard customizations.

  • ryanmagic Profile Picture
    ryanmagic 20 on at

    Hey Hassan - What's easiest way to creating a new app for outlook solution and then importing it? I have attempted to export the outlook solution from another instance but it won't let me ... I also tried customizing the outlook app which broke it and now it wont load the default dashboard (entity tracking etc)

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