The ‘SET AS DEFAULT’ button in the ribbon on the Dashboard page is not often used, but is very important. After going through the trouble of Creating a New Dashboard you naturally want to see it every time you open CRM right? What if you go to click ‘SET AS DEFAULT’ and find that it’s not there?
Sometimes when you Change Your Home Page in Personal Options the ‘Set as Default” button behavior changes. In our example below we have changed the home page to Service because that’s what we use the most. When we first log in and when we click the home icon we go to the Dashboards tab of Service.
You can see that ‘SET AS DEFAULT’ is still an option on the Service Dashboards tab.
However, we are system admins and we just created a new Personal Sales dashboard that we want to see when we navigate to Sales. ‘SET AS DEFAULT’ is gone!
And even if we want to change the default dashboard to one of the out of the box dashboards provided by Microsoft, we are unable to do so.
One solution is to change the home page in Personal Options to Sales, and change it back after you’ve set the default Sales dashboard. If you want to change the default dashboard for Marketing or Service you have to change the Default Pane accordingly.
Want to learn more about dashboards? Did you know you can integrate dashboards with PowerPacks? If you are interested head over to our main PowerPack page or check out these two blogs!
- How to Place PowerMap in a Dashboard in Dynamics CRM
- Add PowerGlobalSearch to a Dashboard in Dynamics CRM