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Right now I am customizing a Microsoft Dynamics CRM 2013 system.

I just created two (system) dashboards (one for SALES and one for SERVICE).

I know you can choose a "(general) default dashboard" that is shown when the user clicks on the "Home" button in the CRM / when the user visits the CRM page, but I was not able to find out if it is possible to assign a specific dashboard to each section (sales-services-marketing) (e.g. the user switches to the "Sales" section - my "SALES" dashboard should be shown / the user switches to the "Service" section - my "SERVICE" dashboard should be shown).

I'd be glad if somebody could tell if this is possible and how to achieve that.

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1 Answers

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There is a 'DefaultDashboard' property in the sitemap for each sub-menu. You can set the value manually or use the XrmToolBox.