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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Advise on Dashboards f...
Microsoft Dynamics 365 | Integration, Dataverse...
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Advise on Dashboards for managing 100+ staff members

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Posted on by IP-12091110-0
Hi,
 
This is my scenario:
 
Our company is dealing with 1000+ different companies, and I have a 100+ different users accessing the system and working on several of these different companies (accounts). With some users being allocated to 50+ of these accounts, I also have Team Leaders who are in control of these users, which also need to see the records created on the specific accounts, and all accounts.
 
How can I create one dashboards, suitable for all users, to achieve daily targets, but the view should only show the current user, only the records for their account. (For 100+ users, on 1000+ accounts). I am currently running 12 dashboards on our system, to manage the staff, but, it's not efficient anymore, since tracking is becoming a lot more difficult 
 
Example:
 
Me (User) should be assigned to account 1, account 6, account 9 and account 80. and should only see my own views, where as you, should see yours / ours
 
Any help / advise will be much appreciated. 
Categories:
Dynamics 365 general
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  • Suggested answer
    Sahan Hasitha Profile Picture
    Sahan Hasitha 681 on at
    Advise on Dashboards for managing 100+ staff members
    hi
    ·  Set up Access Teams or Owner Teams
    • Define account membership per user.
    • Add Team Leaders with broader access.
    ·  Build Dynamic Views
    • Accounts: Accounts where Current User is on Account Team.
    • Activities: Activity owner = Current User.
    • Opportunities/Leads: same pattern.
    ·  Design the Dashboard
    • Add charts & grids only based on these views.
    • Save as a System Dashboard (all users see it).
    ·  Test with different users
    • Log in as User A → only sees their records.
    • Log in as User B → sees theirs.
    • Log in as Team Leader → sees all subordinate records.

     

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