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Create a Manager Dashboard in Microsoft Dynamics 365

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Posted on by SM-10121649-0

I want to create a Manager Dashboard in Microsoft Dynamics 365 (MS CRM) that displays list views of records. The dashboard should work as follows:

When a manager logs in and accesses the Manager Dashboard, it should automatically display records created by their team members.
The dashboard should dynamically detect the team associated with the logged-in manager and show the relevant records without requiring manual filtering.
I have already set up different teams in the security model and assigned team members to them.
Since I won’t know who is logging in at any given time, the dashboard must automatically identify the logged-in user and their associated team to display the appropriate data.

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Dynamics 365 general

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Amit Katariya007 8,699 Super User 2024 Season 1 on at

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Create a Manager Dashboard in Microsoft Dynamics 365

To create a Manager Dashboard in Microsoft Dynamics 365 (MS CRM) that dynamically filters records based on the logged-in manager and their associated team, you can follow these steps.

1. Use Dashboards to display lists of records.

2. Utilize Views with filtering logic that dynamically checks the logged-in user.

3. Use User Hierarchy or Team Ownership to filter records.

Steps to Build the Manager Dashboard:

1. Design the Security Model

Ensure each manager has:

A security role that grants them access to records created by their team members.

Ownership or access to records via team membership or hierarchy.

Configure Business Units or Hierarchical Security if required.

2. Create Team-Specific Views

Navigate to Advanced Find and create views that filter records based on:

The owner’s team.

Related lookup fields that indicate team ownership or hierarchy.

Steps:

1. Go to Advanced Find (Settings > Advanced Find).

2. Choose the entity (e.g., Opportunities, Cases).

3. Define the criteria:

If records are team-owned:

Owner (Team) Equals [Your Team]

If team membership is based on users:

Owner (User) -> Teams Contains Logged-In User’s Team

Example Query:

Owner (User) -> Teams Contains Data of [Current User’s Team]

4. Save the view with a meaningful name like "Team Records for Manager."

3. Add Views to a Dashboard

Create a new dashboard:

1. Go to Dashboards (Settings > Customizations > Dashboards).

2. Click New and select the layout (e.g., 2-column layout).

3. Add List View components:

Select the views you created earlier (e.g., "Team Records for Manager").

4. Save and publish the dashboard.

4. Use Dynamic Filters with "My Team's Records"

Leverage the Current User's Team in views:

Create a system view that filters based on the logged-in user's team:

Owner (User) -> Teams Equals Current User's Team

5. Assign the Dashboard to Managers

Restrict the visibility of the dashboard to managers:

1. Go to Dashboard Properties.

2. Set security roles to make the dashboard visible only to managers.

6. Enable Dashboard Access

Ensure managers have access to the dashboard and all associated views.

Test by logging in as a manager and verifying the records displayed.
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Tycho 2 on at

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Create a Manager Dashboard in Microsoft Dynamics 365

You can create a manager dashboard by executing the following steps:

Step 1

Create views that show the data that is relevant to the manager. Key is to use the correct conditions on the 'owner' or 'created by' fields. For an owner field, you can use one of the following conditions, depending on your needs:

Equals current user or their reporting hierarchy (this requires the manager to be set as a manager on the user that reports to him/her)

Equals current user and their teams or their reporting hierarchy and their teams (this requires the manager to be set as a manager on the user that reports to him/her)

Equals current user's teams

If you do not want to show records owned by the manager himself/herself you can add a condition that the owner is not equal to the current user. In that way you only see data from people that report to you.

In cases where you do not want to use the owner field, you can also add a realted entity liked 'Created By (Users)' and then filer on Manager equals current user. In that way you dynamically filter on all records created by someone that the current user manages.

Step 2

Create a dashboard and add the views you created in step 1 to it.

Good luck!