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CRM 2011: Dashboards RRS feed

  • Question

  • Hi

        I have RM(Regional Manager) Role, Have to shgow only on my dashboards not system related dashboards for that Security role. Please suggest on this how can i achieve?

    -Regards,


    Rammohan

    Thursday, March 22, 2012 6:54 AM

Answers

All replies

  • Hi,

    This is a very detail and useful blog post about Dashboards and Security Roles in CRM 2011, you could refer the solution for your case:

    http://www.dynamicscrmtrickbag.com/2011/07/15/dynamics-crm-2011-charts-and-dashboards-who-can-see-what/

    I hope it helps.

    @Thanks for the blog owner for posting those useful posts

    Best regards,

    Kelly


    Please visit my blog about CRM and other technical things: http://kellyhoang.blogspot.com/

    Thursday, March 22, 2012 7:19 AM
  • Hi

     The above blog not mentioned how to disable the system dashboards for particular role can you pls any one suggest on this..

    -Regards,


    Rammohan

    Thursday, March 22, 2012 8:19 AM
  • Hi Rammohan,

      have a look at this article 

    how to hide system Dashboard 

    http://blog.customereffective.com/blog/2011/02/how-to-hide-a-dashboard-in-microsoft-dynamics-2011.html

    hth

    dkay

     --------------------------------------------------------------------------------
     If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Thursday, March 22, 2012 8:59 AM
  • Its simple Rammmohan.
    Just make a copy of all system dashboards. (using save as button)
    and now delete them from system. (from customization)
    Share the copied dashboards to the users which you want to give access for the dashboards.

    Thanks


    Thanks and Regards Blog: http://mubashersharif.blogspot.com
    Email: mubasher.sharif@gmail.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    _____________________________________________________________
    Mubasher

    Thursday, March 22, 2012 9:26 AM