web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Filter Timeline component in a Personal Dashboard

(0) ShareShare
ReportReport
Posted on by 43
Hi,
 
I have some personal dashboards with a timeline component that I want to add default filters to. I want to add a filter to only show user posts (no system auto-posts) as default, like this:
 
I have previously added the same filters to a timeline in a system dashboard by following this guide (https://community.dynamics.com/blogs/post/?postid=500ad710-ea88-46e8-9334-c8a4fa450060) . 
  • Create an un-managed Solution and add your system Dashboard to it.
  • Next, export the solution (as un-managed), using default settings.
  • Now, extract the exported solution’s zip file.
  • Open the Customization.xml in your fav. editor.
  • Edit the XML file and add the line with the filters JSON
  • Save the file, pack the files back to a zip package.
  • Import the Solution back in Dynamics 365 CE, and Publish customizations.
 
Now I want to add the same filters to timelines in personal dashboards. I cannot follow the same method as above since I cannot add personal dashboard to a solution and export.
 
How can default filters be added to a personal dashboard?
 
Thank you in advance?
I have the same question (0)

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 79 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans