Skip to main content

Notifications

Microsoft Dynamics CRM forum
Unanswered

Filter Timeline component in a Personal Dashboard

Posted on by 17
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?

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans