CODEWITHSUNDEEP
dynamics-crm-2011dashboardsecurity-roles
Azeem
Azeem

Reputation: 2924

How to make a dashboard only visible to users of a specific security role?

I have created a dashboard named ABC Dashboard and a security role named ABC admin.

What I want is that ABC Dashboard is only visible to users who have security role ABC admin. How can I do that?

Upvotes: 1

Views: 2366

Answers (2)

MrKay
MrKay

Reputation: 13

This feature is available in CRM 2013 and future versions.

Upvotes: 0

James Wood
James Wood

Reputation: 17562

In short. You can't.

Slightly longer answer.

There are two types of dashboards, system and personal. System can be seen by everyone.

Personal are only seen by the user who has created them - but they can then be shared with other users and teams. Not an ideal solution but does what you want.

Upvotes: 2

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