Hi,
In scenarios like yours, where multiple users are assigned to multiple accounts and visibility needs to be scoped per user, **Dynamic Dashboards** combined with **Security Roles** and **Advanced Filtering** can help streamline the experience.
Here are a few suggestions:
1. **Use Personal Views with Filters** – Encourage users to create personal views filtered by "Created By = Current User" and "Account = Assigned Accounts." These can be embedded into dashboards to ensure relevance.
2. **Leverage Teams and Access Teams** – Assign users to **Access Teams** for each account. This allows granular control over record visibility without duplicating dashboards.
3. **Create Role-Based Dashboards** – Instead of 12 separate dashboards, consider creating dashboards based on **Security Roles** (e.g., Staff, Team Leader). Use filters and charts that adapt based on the logged-in user.
4. **Utilize Power BI Embedded** – For more complex scenarios, Power BI dashboards embedded in Dynamics can provide dynamic filtering based on user context and offer better scalability.
5. **Explore Custom Controls or Canvas Apps** – If native dashboards become too rigid, a Canvas App or custom control can offer tailored experiences per user or team.
You can find more guidance in the official documentation:
- Create and configure dashboards in Dynamics 365
- Security roles and user access
Please verify if this approach helps improve your dashboard strategy.
Thanks and best regards,
Daniele
*Note: This response was prepared with support from Copilot to ensure clarity and completeness.*
