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

Default screen on login

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Posted on by

Users see the Leads entity when they log in.  They want to see the Sales Activity Dashboard.  Where do I change that??

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  • Suggested answer
    Marco.P Profile Picture
    2,405 on at

    Hi Andy,

    On your app designer change the order for first entity on the sitemap (choose dashboard and be sure to have checked ).

    1. choose the dashboard
    2. checked " Sales Activity Dashboard"
    3. click on Sitemap and set dashboard as first in order.

    pastedimage1585170004283v1.png

    https://crmtipoftheday.com/1163/set-app-home-page/

  • Marco.P Profile Picture
    2,405 on at

    Hi Andy,

    Any news? Did you try the proposed solution?

  • Suggested answer
    Brandon Sambat Profile Picture
    on at

    Hi Andy, thanks for reaching out on the Dynamics Communities.  You can set your personal options to customize your initial Dynamics page - docs.microsoft.com/.../set-personal-options.  

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