web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Users can't select per...
Customer experience | Sales, Customer Insights,...
Unanswered

Users can't select personal list views when they create personal dashboards

(1) ShareShare
ReportReport
Posted on by CU17110607-0 7
Hi All,
 
I'm CRM system admin. We face current issue on dashboards that users (including system admin) don't see personal list views in opportunities and accounts when creating dashboards. Could anyone advise how to fix this? It happened to us once before and seemed to be resolved by itself.
 
Thank you.
Categories:
Microsoft Dynamics CRM
I have the same question (0)
  • Tom_Gioielli Profile Picture
    Tom_Gioielli 2,641 Super User 2025 Season 2 on at
    Users can't select personal list views when they create personal dashboards
    That's a weird one. Not sure what an underlying cause would be, but here is what I would do to troubleshoot/check out prior to submitting a ticket.
     
    • Can the users see the personal views when navigating to the home table? This will confirm that the views exist and the users have access to them
    • Is it happening to all users, or only to some?
    • Have you tried using different browsers to create the dashboards? Try using an incognito tab in the original browser to see if maybe the cache is causing issues
    • Do personal views from other tables appear? This can help identify if the issue is personal views system-wide or isolated to the Opportunity and Account tables
    • Do those table have an excessive number of personal views for each affected user?
     
    Any information along the lines of the above can help in troubleshooting and diagnosis, or at least it can help as you submit a ticket.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 186 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 104

#3
Pallavi Phade Profile Picture

Pallavi Phade 61

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans