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Role based view and dashboard? RRS feed

  • Question

  • Can someone explain to me how to set up a role based view or dashboard? I don’t find the way to do it.
    In a form you can address the form to a specific role but I don’t find this function for views and dashboard.
    So how do I do this? Help me please.

    Thursday, September 22, 2011 11:41 AM

Answers

All replies

  • There is no such thing as roled-based view/dashboard.

    You can have system or personal dashboards/views and you can configure the privileges that a role has on each of those entities, but you cannot decide which users see which system view/dashboard.

    You can use the workaround of having personal view/dashboards and then manage the ownership of the personal view/dashboard so you can control who can see which view/dashboard using the regular privileges. See more information here: http://gonzaloruizcrm.blogspot.com/2011/07/personal-vs-system-views-dashboards-and.html


    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, September 22, 2011 11:45 AM
    Moderator
  • Hi Gonzalo is right.  You can't have a role based /dashboards.

    The closest you can go is using teams. for e.g

    You can create  team called sales and add all the users with sales person role to it.

    Now ask one of team member to create personal view/dashboard and share that with sales team.

    This way the whole team can view the view/dashboard.

    Users of that team can set that shared dashboard as default.

    I hope this helps.


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Thursday, September 22, 2011 12:11 PM
  • Strange.

    Look at this information from MS about news in MS CRM 2011

    http://msdn.microsoft.com/en-us/library/gg309589.aspx

     

    /Thomas

     

    Tuesday, September 27, 2011 8:40 PM
  • In the information from MS it says

    "Role-based Forms and Views

     Microsoft Dynamics CRM 2011 displays forms and views based on user roles. This role-tailored design ensures that the business professionals in your organization have fast access to the information they need. Role-based forms and views also prevent users from viewing data that they are not authorized to view."

    The only way I can read this information is that the role based function should work both in forms and views.


    /Thomas
    Wednesday, September 28, 2011 6:33 AM
  • You're right Thomas, the information is misleading because there are no role-based views. There are personal and system views instead.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Wednesday, September 28, 2011 1:09 PM
    Moderator
  • Thanks Gonzalo

    OK. I had hoped that i should worked but in next version perhaps :)


    /Thomas
    Wednesday, September 28, 2011 1:24 PM
  • Make sure you add the request to CONNECT (where the programmers rate and decide on new features for the next version)

    http://blogs.msdn.com/b/crm/archive/2011/09/13/microsoft-connect-your-feedback-improving-microsoft-dynamics-crm.aspx

     

    Anne


    - Anne aka CRMLady Follow me on Twitter [CRMLady] RSS the Blog [www.CRMLady.com]
    Thursday, September 29, 2011 8:07 PM