There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let's explore how you can accomplish these tasks.
Understanding Your System Configurations Method
Removing a System View can be accomplished in a couple of methods depending on how you customize your Dynamics 365.
- If you use a Named Solution file in the Solutions area, then you will need to navigate to Settings>Solutions, and then click on the name of the solution file.
- If you use the Default Solution, then navigate to Settings>Customizations>Customize the System.
Deactivating System Views
Set a Default View
Create a Custom System View
There may be time that you need to create a Custom System View. You may have configured the system with custom entities, or added custom fields. So, now, you need to create a Custom System View accommodate these system customizations.
Once you are satisfied with your new custom View, simply click on "Save and Close", and then click on "Publish All Customizations".
"Removing" System Dashboards
Unlike the System Views, the System Dashboards do not have a "Deactivate" option. The only options available for Dashboards are to delete the dashboard, or to remove access to the dashboard through Security Roles. Managing dashboards through Security Roles is my preference, but you may have different business needs and may need to delete the dashboard.
But, my preferred method is to remove access to the dashboard through the Security Roles. You can access this option by putting a checkmark next to the dashboard, and click on "Enable Security Roles".
The "Display to everyone" option will do what it says and display the dashboard to all users in Dynamics 365. The other option will allow you to pick and choose certain security role. The trick here is to NOT pick any security roles. You will need to scroll through the list and make sure that there aren't any select.
Once you have went through the list, click on "OK", and then select "Publish All Customizations".
Set a Default Dashboard
So, this couldn't be any simpler. The only other step is to click on "Publish All Customizations".
Creating Custom Dashboards
The first options are under the "New" menu. You can select "Dashboard" or "Interactive Dashboard". The "Dashboard" option is the classic dashboard, but the "Interactive Dashboard" is newer. The "Interactive Dashboard" option is only for the "hubs" are available under the Dynamics 365 menu.
For our example, we will be creating a new "classic" dashboard the the "New" button. However, you should be aware of another option which is the "Save As" option (This is shown in the screenshot above). The "Save As" option will allow you to select a dashboard and make a copy of it. This option gives you a dashboard to that you can modify for you needs instead of creating one from scratch.
We will not be covering how build out the custom dashboard in this posting. This will be covered in a future posting. However, if you know how to create a Personal Dashboard, then creating a System Dashboard is the same. The only remaining step is the Save the dashboard and then click "Publish All Customizations.
Aaron Back is Microsoft Certified Professional with many years experience with Microsoft Dynamics 365 (CRM). He is actively involved with the Microsoft Dynamics
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