Tip #487: Why can’t I set the default dashboard?

Got a question this morning: “Why can’t I set my default dashboard in CRM 2015 like I could in CRM 2011?”

First of all, you can set your default dashboard, if you are in your “home” sitemap area. So if your default sitemap area is “Sales,” you will be able to set the default when you click the dashboard link in the “Sales” area. However, if you go to the marketing area, you will see the dashboard specified in the sitemap for the marketing area.

This gives you the ability to have your own default dashboard when you are “home,” but have group specific dashboards when traveling to other areas.

Want an easy way to manage user’s default site map area (and other user settings)? I recommend the user settings utility in the XRM Toolbox.

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