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Customer experience | Sales, Customer Insights,...

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Allow CRM Dashboard sharing for all components at once vs individual

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Posted on by JeffCoopss

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Improve CRM Dashboard sharing functionality by adding an option allowing to share all components within a CRM dashboard vs sharing one component at a time.

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Dynamics 365 Customer Insights - Data

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11manish 392 on at

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To improve usability and efficiency, it would be highly beneficial to introduce a feature that allows users to share all components within a dashboard in a single action, rather than requiring each component to be shared separately. This enhancement would:

Significantly reduce manual effort and time

Ensure consistency in access permissions across all dashboard components

Improve overall user experience, especially for large or complex dashboards

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