Dynamics 365 Interactive Dashboard Not Showing Up: Causes and Fixes

Interactive dashboards in Dynamics 365 are designed to give users a quick and visual overview of important data. If your Dynamics 365 interactive dashboard is not showing up at all. This happens due to incorrect security role assignments and missing app inclusion in the Model-Driven App. This can be confusing and frustrating, especially when the dashboard is needed for daily work or decision-making. In this blog you will learn about Dynamics 365 interactive dashboard not showing up in detail.

What is Dynamics 365 Interactive Dashboard?

A Dynamics 365 Interactive Dashboard is a real time visual workspace which helps users manage their workload efficiently. It combines lists, charts and tiles allowing for immediate filtering and taking actions directly from the dashboard. Interactive dashboards offer a streamlined experience for reviewing data, taking quick actions and drilling down into details using visual filters for better data driven decisions.

Key Features

• Real Time Updates: Data upgrades in real time and clicking on chart segments or tiles filters which associate to streams and data.
• Streams: These are live lists of records based on specific views and queues that show data in a timeline or list format.
• Actions: Users can perform actions such as assigning, closing, or updating records directly within the stream without leaving the dashboard.
• Global Filters: Allows users to filter all streams and charts on the dashboard by specific fields such as date ranges or other supported fields.
• Plans & Sections: Provides envision-like pie charts, bar graphs and aggregate counts act as filters providing quick insights and drill down capabilities.

Causes of Dynamics 365 Interactive Dashboard Not Showing Up

Dynamics 365 interactive dashboard sometimes don’t show up because of a missing security role which requires admins to enable roles and add dashboard to the app or clear cache to resolve the problems.

Security Permissions

Security roles control what a user can see and do in Dynamics 365. If the user’s role does not include access to interactive dashboards or the related entities then the dashboard will not appear. Even a small missing permission such as read access, can cause this issue.

App Module Restrictions

Interactive dashboards are not available in every Dynamics 365 app. They are mainly supported in service-focused apps like the Customer Service Hub. But if the user opens a sales or custom app then the interactive dashboard option may not be visible at all.

Browser Compatibility issues

Using an unsupported browser or an outdated version can also prevent interactive dashboards from loading. Clearing cache or switching to a supported browser often resolves this issue easily.

Temporary System or Service Issues

Sometimes the problem is not related to configuration at all. Temporary system issues, service interruptions or session problems can cause dashboards to disappear for a short time.

Role-Based Dashboard Visibility

Dashboards can be shared with specific security roles only. If the dashboard is not shared with the user’s role then it will not appear, even if the user has access to other dashboards.

Steps to Solve Dynamics 365 Interactive Dashboard Not Showing Up

If Dynamics 365 interactive dashboard is not showing up ensure it is enabled for the correct security roles and published correctly. Here we mentioned steps to solve this problem, mentioned below.

Check for Security Roles

• Go to settings.
• Navigate the Dashboard.
• Select your desired dashboard.
• Click Enable Security.
• Assign specific roles and click on OK and then Publish all the Customizations.
• Make sure the role includes read access to the entities, views, charts, and queues used in the dashboard.

Verify the App Being Used

• Ensure the user is accessing an app that supports interactive dashboards like Customer Service Hub.
• If the user is in another app like Sales or a custom app, switch to a supported app to see if the dashboard appears.
• Check if the Dashboard is Activated and Published.
• Navigate to Settings > Customizations > Customize the System > Dashboards.

Confirm Dashboard Assignment or Role Sharing

• Ensure the dashboard is shared with the appropriate users or security roles.
• Go to the dashboard, click Share, and select the roles or users who need access.

Verify User License

• Check if the user’s Dynamics 365 license supports interactive dashboards.
• Users with limited licenses may not have access to certain dashboard features.

Clear Browser Cache or Try a Different Browser

• Sometimes dashboards fail to load due to cached data.
• Clear the browser cache or try opening Dynamics 365 in a different, supported browser.

Check Access to Dashboard Components

• Make sure the user has read access to all views, charts, and queues included in the dashboard.
• Without proper access to these components, the dashboard may not load.

Check for Conflicts from Custom Solutions

• If custom solutions or third-party apps are installed, try disabling them temporarily.
• See if the interactive dashboard appears after disabling any conflicting solution.

Check Environment or Instance Settings

• If using multiple environments (sandbox vs. production), ensure the dashboard exists and is published in the current environment.
• Security roles and permissions may differ between environments.

Restart and Re-login

• Log out of Dynamics 365 and log back in.
• Sometimes a simple refresh can resolve temporary glitches preventing dashboards from showing.

Conclusion

In conclusion, when Dynamics 365 interactive dashboard is not showing up it usually disrupts daily work and decision-making. By carefully checking user permissions, verifying the app being used, ensuring dashboards are activated and published, and resolving browser or customization conflicts. Understanding these causes and following the right troubleshooting steps ensures that users can always access the dashboards they need to improve productivity.