Dashboard options

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  Hello -

  You can specify a default dashboard by going Settings --> Customizations --> Customize My System --> Dashboards on left nav --> Select the dashboard --> Click "set as default."

   If you are trying to achieve a different scenario then feel free to add more details.

  Thanks,

  -Brandon

  
  

  • Proposed as answer by Gonzalo Ruiz RModerator Tuesday, May 24, 2011 1:46 PM
  • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 8:35 PM

  Monday, May 23, 2011 5:25 PM
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  If your homepage is not the dashboards page, then after you set your default dashboard as Brandon suggests, you must change the personal preferences (File --> Options) and set your default pane and tab to dashboards.

  ---

  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Tuesday, May 24, 2011 1:46 PM
  • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 8:35 PM

  Tuesday, May 24, 2011 1:46 PM

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  Hi,

  Make sure that your CRM home page is set to Dashboard (File->Options->Default Pane = Workplace & Default Tab = Dashboards”), in Dashboard screen choose any dashboard from the list and in ribbon under “Dashboard Management” group click on button “Set as Default”.

  Please mark as answer if you find the reply useful.

  Thank You,

  Jehanzeb Javeed,

  http://worldofdynamics.blogspot.com
  Linked-In Profile |CodePlex Profile

  • Proposed as answer by Jehanzeb.Javeed Tuesday, May 24, 2011 2:10 PM
  • Marked as answer by Jim Glass Jr Tuesday, June 7, 2011 8:35 PM

  Tuesday, May 24, 2011 2:09 PM