Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Set Dashboards for specific Users

(0) ShareShare
ReportReport
Posted on by 50

Is it possible to set a default Dashboard for a specific User or Security Group without using code or logging in as that user and clicking set as default?

If so how.

Thanks in advance 

Matt

  • Community Member Profile Picture
    on at
    RE: Set Dashboards for specific Users

    Setting Dashboards is very best for such users who want to save their time while still getting the best output. I am glad to get best essays so as to complete my research paper on time. Since I know what I want while using this Microsoft product, I have set Dashboards.

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Set Dashboards for specific Users

    Hi,

    You can do this with the help of XRMToolbox user settings utility. Download XrmtoolBox and login to your crm instance.

    Open User settings utlity and set default dashboard the user as highlighted below.

    CQ32.PNG

    If found helpful, Please mark my answer verified.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 106 Most Valuable Professional

#3
Eugen Podkorytov Profile Picture

Eugen Podkorytov 102

Overall leaderboard

Product updates

Dynamics 365 release plans