(For more resources on Microsoft Dynamics CRM, see here.)
After creating a user dashboard or getting access to another user dashboard, you may still need to adjust the layout and settings of the dashboard.
Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
Carry out the following steps in order to complete this recipe:
Dynamics CRM has a robust security system that combines roles-based security and user permissions. These security settings allow the administrator to control access to data and functionality in the Dynamics CRM system.
In order for a Dynamics CRM user to edit user dashboards, they must have a security role that grants the Write privilege for the User Dashboard entity . If a user’s security role does not have this privilege, then they will not see the Edit button on the dashboard ribbon:
The system dashboards are intended to be viewed by all users of Dynamics CRM. These dashboards are created and managed by users with the System Customizer or System Administrator security roles (by default these roles have the Write privilege for the System Forms entity). Edits made to these dashboards are seen by all users.
Editing a System dashboard requires you to first navigate to the Customization section in the Dynamics CRM 2011 Settings area.
Carry out the following steps in order to complete this recipe:
Dynamics CRM has a robust security system that combines roles-based security and user permissions. These security settings allow the administrator to control access to data and functionality in the Dynamics CRM system.
In order for a Dynamics CRM user to edit system dashboards, they must have a security role which grants the Write privilege for the System Form entity. If a user’s security role does not have this privilege, then they will not be able to edit the dashboard when customizing the system. By default, the System Forms are only editable by users with the System Customizer or System Administrator security roles as they both have full privileges to the System Form entity.
Creating new dashboards in Dynamics CRM is an excellent feature; however the on-going management of dashboards may require you to remove or delete some dashboards that are no longer needed. Deleting dashboards in Dynamics CRM cannot be undone; users should understand that deleting a dashboard is permanent.
Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
Carry out the following steps in order to complete this recipe:
The layouts and settings used to generate user dashboards are stored as records in the Dynamics CRM database. Deleting the dashboard will remove this record from the CRM database and cannot be reversed. Deleting the dashboard will only remove the dashboard layout and settings, not the associated data.
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