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Microsoft Dynamics 365 | Integration, Dataverse...
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What would stop one user editing their dashboard?

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Posted on by 63
I have one user that cannot edit or create dashboards
 
They get as far as chosing layout, and insert list opens a dialogue, "Add component".
But when they try to change the record type by using the drop down list, they get an error message, "The page can't be displayed".
 
I have checked they have identical access to other users in their team
I have tried removing all their access, refreshing and then adding it back
I have tried changing their access up to system administrator
They have tried Edge and Chrome
They have tried deleting all cookies and tried in private windows
None of those work
 
I have tried using Level Up for Dynamics to impersonate them on my computer - that allows me to build a new dashboard as them
I have tried building a new dashboard for them, as myself, and assigning it to them - they can see that OK - but they still can't edt 
They can access all the relevant entities in views and forms as normal, everywhere except in the dashboard editor
We recently had a "Bytesize" training session across the organisation, showing all users how to edit dashboards and encouraging them to try.  Nobody else has reported any issues
 
Has anyone got any suggestions?
I have the same question (0)
  • Guy Boswell Profile Picture
    63 on at
    What would stop one user editing their dashboard?
    The app I am using is called, "Care for the Family"
  • Martin Dráb Profile Picture
    235,796 Most Valuable Professional on at
    What would stop one user editing their dashboard?
    One simple way may be showing us a screenshot.
     
    I can give you more details about what I work with, which is Finance and Operations. If you open the UI, you usually can see Finance and Operations title in the top left corner. On the right side, you can click the wheel icon and choose About, which will confirm that it's Finance and Operations and it gives you details about the version.
     
    I'm assuming it works the same in the other products, but I'm not sure.
     
    If the title says Business Central, then it's D365 Business Central (former Dynamics NAV and Navision).
     
    If it says just Dynamics 365, it's one of the apps based on former Dynamics CRM.
  • Guy Boswell Profile Picture
    63 on at
    What would stop one user editing their dashboard?
    How do I tell which application it is?
  • Martin Dráb Profile Picture
    235,796 Most Valuable Professional on at
    What would stop one user editing their dashboard?
    Dynamics is not a single application. It's a brand of several different business applications, such as two competing ERP systems. It's important to clarify which one you're using, because a solution for one app will be completely useless to you if you're using another one.
  • Guy Boswell Profile Picture
    63 on at
    What would stop one user editing their dashboard?
    The application is called, "Care for the Family", but I don't suppose that helps you much as it is a bespoke application.  But the functinality, "Dashboards", is straight out of the box Dynamics
  • Martin Dráb Profile Picture
    235,796 Most Valuable Professional on at
    What would stop one user editing their dashboard?
    D365 consists of many applications, such as Finance and Operations, Sales or Business Central. You're asking in D365 general forum, therefore it's not clear which product you have in mind. Please add this information.

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