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Microsoft Dynamics 365 | Integration, Dataverse...
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Deletion of user personal dashboards by admin - cloud solution

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Dear all,

we moved to the cloud and try to clean up the system with not used personal Dashboards. how To delete the personal dashboard by admin? It was possible in the OnPrem, but how to manage in the cloud?

Or assign by admin to a key user for the deletion?

Thank you for you help

I have the same question (0)
  • erhan.keskin Profile Picture
    2,253 on at
    RE: Deletion of user personal dashboards by admin - cloud solution

    Hi,

    You can also delete Personal Dashboards and Personal Views programmatically.

    UserForm : User-owned dashboard docs.microsoft.com/.../userform

    UserQuery : Saved database query that is owned by a user docs.microsoft.com/.../userquery

    You can retrieve the relevant ones and delete.

    Regards,

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Deletion of user personal dashboards by admin - cloud solution

    Hi partner,

    We will use XrmToolBox's "Personal User Views Migration" tool to delete personal dashboards.

    This is the download page for XrmToolBox: https://www.xrmtoolbox.com/

    After unzipping it, open XrmToolBox.exe.

    Install "Personal User Views Migration" in the tool library.

    Connect to your D365 organization.

    Open "Personal User Views Migration".

    1. Click Load CRM Users
    2. Select a user
    3. Click Load user's dashboard
    4. Select all dashboards
    5. Click Delete

    3021.Annotation-2020_2D00_02_2D00_26-163947.png

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