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Microsoft Dynamics CRM (Archived)

My custom DashBoard is not showing in Dashboards.

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Hi,

I'm unable to see my custom Dashboard in Settings->Customization->Dshboards.

Is there any way to locate my custom dashboard to this?

Thanks,

Kandarp

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    This post saved my life... or at least the next 3 hours of it - THANKS

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    saved my life... or at least the next 3 hours of it - THANKS

  • Suggested answer
    Mithilesh Kumar Profile Picture
    10,047 on at
    RE: My custom DashBoard is not showing in Dashboards.

    Kandarp,

    The selection will be there because the User is having access to multiple Dashboards in the system.

    If you want to hide some of them, you need to use Security Roles for the Dashboard.

    Meaning that the user should be assigned to a Security Roles which has access only to this Dashboard.

    Hope that helps

    Thanks

  • Community Member Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    Ya this helped me.

    Thanks a lot Mithilesh.

    Now, only problem is that by this URL we are also able to select the another dashboard.

    We need to disable that option.Is it possible somehow?

    Thanks,

    Kandarp

  • Mithilesh Kumar Profile Picture
    10,047 on at
    RE: My custom DashBoard is not showing in Dashboards.

    Please find my last post, it contains the Standard URL for Dashboard. Hope that will help.

    Thanks

  • Community Member Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    Ya that is already done.

    Now, i want URL for dashboard to use it outside the CRM.

    Is it possible and if so can you please give the way?

    Thanks,

    Kandarp

  • Verified answer
    Mithilesh Kumar Profile Picture
    10,047 on at
    RE: My custom DashBoard is not showing in Dashboards.

    Kandarp,

    The Standard for the Dashboard URL is

    https://xxxxxx.crm.dynamics.com/workplace/home_dashboards.aspx?dashboardId=%7b2e3d0841-fa6d-df11-986c-00155d2e3002%7d&dashboardType=1030&sitemappath=Workplace%7cMyWork%7cnav_dashboards

    Thanks

  • Suggested answer
    Ben Markland Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    You must build the dashboard from the Customizations menu as system dashboard in order to see it under the Dashobards list.  If you build it from your main screen under "My Work" the dashboard will only show up under "My Dashboards" in the view dropdown as you have built it as a personal dashboard as opposed to a system dashboard which is seen by all.

  • Community Member Profile Picture
    on at
    RE: My custom DashBoard is not showing in Dashboards.

    As per i have seen this, this is the custom application dashboard use in crm IFrame.

    I want system dashboard URL that can help me to use in another application.

    Thanks,

    Kandarp

  • Suggested answer
    Mithilesh Kumar Profile Picture
    10,047 on at
    RE: My custom DashBoard is not showing in Dashboards.

    Kandarp,

    This should help you to develop the URL for another Application for the Dashboard.

    www.dynamicscrmpros.com/integrating-a-microsoft-dynamics-crm-dashboard-into-any-entity

    Thanks

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