How to Set a System Dashboard as Your Default Dashboard in Dynamics 365 Customer Engagement

By Ron Ellison | October 11, 2024

Dashboards in Dynamics 365 Customer Engagement provides users with an intuitive way to track performance through charts and graphs that display key metrics and key performance indicators (KPIs).

Users can customize their dashboard views or create their own. This allows them to tailor their dashboard to their specific needs. They can select custom layouts, add customized charts with detailed record information, create lists, and add web resources to the design.

Often, system administrators may just set a default dashboard, but users can override this and choose a preferred layout if they want to.

How to set a Dashboard to be the System Default Dashboard in Your Environment

To set a custom dashboard as your system’s default dashboard, follow these steps:

  1. Log into your Dynamics 365 Customer Engagement environment
  2. From the Navigation bar, click the gear icon in the upper right corner
  3. Click Advanced Settings
    Dashboards in Dynamics 365 Customer Engagement Advanced Settings
  4. Click Settings > Customizations
  5. Click Customize the System
    Customize the dashboard in your system
  6. Click Dashboards under the Components list
    Dashboards in Dynamics 365 Customer Engagement Components List
  7. Select the dashboard you want to make the default system dashboard
  8. Click Set As Default
    Set dashboard as default

NOTE: If you are setting this up to import into another environment as part of a solution, you can follow the same instructions only add or modify the Dashboard directly from your solution instead of going into Customize the System (Default Solution).

Want to Learn More Ways to Customize Your Dynamics 365 Customer Engagement Environment?

Get in touch with our team! We can help you set up and customize dashboards in your environment and uncover additional ways to increase efficiency.

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