Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 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
Hi, I shared personal dashboard and view with users, but they can only see dashboard, no views, I checked the access, it looked fine, what else could be missing?
did you have charts on the dashboard, you have to share each chart too
no, I do not have chart.
Please check if the user has the access to the views directly from advanced find in Saved view list in the respective entity.
To share the dashboard components you must ensure that each component (Charts/Views) are shared with those users as well. I'd recommend you follow Balamurugan's advice and double check those users can see those views for that entity in Advanced Find. If so, then we can dig further into whether or not that entity is viewable to those users.
some of them can see it, some can not.
Here is a link that gives a step by step guide on how to share personal views. Did you follow these same steps and it's still not working?
Please verify if this helped!
that is exactly what I did. I worked for some users. did different business units or teams affect the access?
Yes, it could be that different business units or teams affecting the access. It could also be their security roles. Depending on what records are included in the views, the users should have at least read permissions on that entity within their security role.
Can you describe the different users that are not getting access?
I do have different business unit, but all users should have read access. And they have the same security role
From that, I'm assuming that it is the business units affecting it. I would check the security role of the business units and make sure they all have read access to the related records.
I have the same problem, a team leader has shared a dashboards with views with me, I can see the views in my advanced find but they won't come up on my dashboard. I have System admin rights so cannot understand why I cannot see these views that have been shared with me. Have you found any solutions yet?
still checking, and can not reproduce the same issue.
The issue is that the users can not see the views are also in the team, once I remove them from team, they can see it, but team has the same access as user. still can not find out the answer.
Found the issue. I have a default personal view which requires the access, so I have to share the default view with users first.
Is that personal view was used in the dashboard?
Business Applications communities