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Customer experience | Sales, Customer Insights,...
Suggested Answer

Set Dashboards for specific Users

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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

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  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    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.

  • Community Member Profile Picture
    on at

    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.

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