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Different dashboard per Profile RRS feed

  • Question

  • We would like to add a Dashboard at the start of the CRM application. (we use MS CRM 4.0)

     

    For that we have create a report in Reporting Services and we added a new entry in the SiteMap to point to this report as a Dashboard.

     

    Now, our client is asking to have different dashboard per profile.

    Does anyone has a good idea of where to implement the profile checks.

     

    Until now we are thinking of doing the checks in the dataset of reporting services, and based on that, to display different part in the same report. The problem will be that If we have a large number of different dashboad, then our report will contain huge amount of dataset, tables... resulting in loading time issues.

     

    Can we somehow based on the profile, pass a different url (to different reports) in the SiteMap?

    Thursday, October 23, 2008 3:46 PM

Answers

  • One thing you can do is make use of the privileges element in SiteMap. This would allow you to display different links to different sets of users. Although most examples are based on permissions on system entities, you could create your own dummy entities solely for the purpose of assigning different permissions to different groups.
    Friday, October 24, 2008 8:21 AM
    Moderator

All replies

  • One thing you can do is make use of the privileges element in SiteMap. This would allow you to display different links to different sets of users. Although most examples are based on permissions on system entities, you could create your own dummy entities solely for the purpose of assigning different permissions to different groups.
    Friday, October 24, 2008 8:21 AM
    Moderator
  • Hello David,

    Any forum URL can we have against this posting..Please?

     

    Thursday, November 4, 2010 6:06 AM