Microsoft Dynamic CRM
2016 comes with list default system dashboards. In many cases organization/ clients may not
need such a long list of system dashboards appearing on UI.
Default System Dashboard’s should not be deleted from Dynamic CRM.
If we delete them, there are chances that we may encounter further issues when we try to import any managed solution that reference a deleted dashboard and import will fail as it’s is expecting them.
If we delete them, there are chances that we may encounter further issues when we try to import any managed solution that reference a deleted dashboard and import will fail as it’s is expecting them.
Now there are two
scenario which we need to understand
1)
Hide a specific dashboard for all users.
2)
Hide a specific dashboards for only few or specific users.
Guidelines to write good JavaScript code in Microsoft Dynamic CRM
https://vjcity.blogspot.com/2019/08/guidelines-to-write-good-javascript.htmlHiding a Specific Dashboards for all users.
The best
practise says to use security roles to hide them from Crm users.
The steps to hide a system
dashboard from any Crm users is
1)
Open dashboard from default solution from Settings -> Customizations ->
Customize the System -> Dashboards
2) Click on Enable Security Roles and change radio button from Display to everyone to Display only to selected security roles.
3)
Unchecked all security role.
This way we can hide specific
dashboard from the UI.
Hiding specific dashboards for only few or specific
users.
Hiding dashboards from
specific user from a security role is not suggested.
We can understand why it’s not
suggested by thinking of a situation where users may have same security role
and we need to hide dashboards among few of them.
In this scenario we need to
create a personal dashboard and then share it with specific users/teams.
Steps to make dashboard
visible to specific list of users.
1)
Create a personal dashboard by clicking NEW
on dashboard home page.
2) Select a template accordingly which best
suits your requirements.
3)
Finalize dashboard by configuring various
components on dashboards accordingly.
Save and close the dashboard.
4)
Open your dashboard and you would be
available with SHARE DASHBOARD option.
5)
Open Share user dashboard and Choose the
users or team you want to share the user dashboard with,
and give them specific
permissions.
That’s it, only user with given permission would then be allowed to make a use of dashboard.
Happy CRM Learning.
