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Microsoft Dynamics 365 | Integration, Dataverse...
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How to give security access to share Dashboard for Users

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Hi,

I need to give access for one user to share his dashboard to his peer and managers. Can you let me know how it can be done.Our Company is using Dynamic 365 - 2015 i'm the system admin.

Only System Admins can share in our Application. The vendor has designed in such a way now i need t find out how i can make few change.

Thanks

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Here is what you can do:

    1. Create a custom security role and enable share privileges for "User Dashboard" entity - docs.microsoft.com/.../create-edit-security-role

    2. Grant that role to your user - docs.microsoft.com/.../create-users-assign-online-security-roles

    Done. Good luck.

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