Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I can't change the privileges in my security role on "Core records" --> "User Dashboard" to Business Unit. At the moment it is set to the superusers as "User" privileges but this causes that the users this person is sharing the dashboard to is not visible for them. The only option i have is User och nothing. Or do they need any other privileges to access a shared dashboard?
This privilege can't be changed - it is the mechanism that Dynamics uses to apply personal dashboards. A user should be able to share a dashboard with other users. To do this, the user will need Append and/or Append To privilege on the user entity; this would need to be at least business unit level to be able to share records with users in their business unit
Agree with David.
D365 dashboard is divided into system dashboard and user dashboard.
1. Access to the systmen dashboard is controlled by enabling security roles in the default solution customizations.
At the same time, we can distinguish the access rights of users of different business units by the security roles of different business units.
System dashboards cannot be shared.
2. The user dashboard is limited to the user access that created it. Users can share their user dashboards with others.
Your problem is about the user dashboard. I think the same as David in this part.
In addition, please check that all components (views, charts, etc.) in the dashboard can also be successfully shared to that user.
Please refer to https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/256685/shared-personal-dashboard-and-views
Business Applications communities