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How to distribute personalized Default Dashboard to other users

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Posted on by Community Member

Hi,

On behalf of client, I want to build a personalized Default Dashboard that should be shared with all the clients' users.

I have been through Microsoft documentation and some prior threads on this forum, but not found a solution to the distribution part.

First, I have modified my Dashboard - removed unwanted items, added some new Workspaces and set these up for various areas of the business. That all works fine. And I have exported the Dashboard OK.

Second, I want to deploy my dashboard to the remaining users.

I have tried to distribute via the Personalization form in SysAdmin - selected a specific user, and imported my dashboard. The Dashboard is then active - but no content is available; i.e. the Workspaces I have added to my personalised dashboard do not come across.

How does one do this? As I said, the documentation I have found does not really explain this, and other posts on similar issues did not really cover this either.

Regards,

Bo Pagh

CGI DK

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Community Member on at

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Just be more clear:

I have a modified DefaultDashboard with 4 Workspaces. Each of the 4 workspaces have been set up with a number of tiles (e.g. 'Open Orders'), ListPages (e.g. Subscription Orders) and Links (e.g. to Database Log).

I want to distrubute the Dashboard including all the Workspaces with their settings, to other users.

How to do that?

Bo

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Ludwig Reinhard Microsoft Employee on at

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Hello Bo,

If you modified the default dashboard then I would expect that you colleagues see the modified one if they have selected the default dashboard in their user options.

Once they open D365FO they should see this modified default dashboard.

Is this not the case?

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig - long time, no hear..

No - they just get a blank dashboard - Company logo, calendar & workItems are displayed - nothing else.

When you say 'if they have selected the default dashboard', you mean as their default on starting up? Where you could choose Employee self-service' as an option?

I simply don't get this - I would have thought this was straightforward.

I understand that there could be some permissions issues - if some of the items on my workspace are not allowed for the specific user/role, but I would have expected that any items like that would just not be shown.

Bo

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Mansour Yahya Mohamad on at

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Hi Bo.Pagh,

If following documentation on :

docs.microsoft.com/.../personalize-user-experience

is not working for your scenario; please open a support case with Microsoft D365FO.

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