Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Delete users personal dashboard

Posted on by 502

Hi,

Does Admin allows to delete users personal dashboard ?

Please advise.

Thanks,


Ddee.

*This post is locked for comments

  • Dan Hesketh Profile Picture
    Dan Hesketh on at
    RE: Delete users personal dashboard

    Also this tool helps you manage Personal Views / sharing (no delete directly unfortunately by the looks of it), but you could use this to share all the views with your own SysAdmin user, then use my AdvFind tip below to go and delete them.

    dynamicscrmcoe.com/personal-view-manager-tool

  • Suggested answer
    Dan Hesketh Profile Picture
    Dan Hesketh on at
    RE: Delete users personal dashboard

    Hi,

    It's possible to delete Personal Views and Dashboards via SDK programatically:
    https://community.dynamics.com/crm/f/117/t/163710

    If the user shares the Personal View with you with sufficient permissions you can also delete it via Advanced Find.

    Look for: ENTITY the saved view resides in, click on Saved Views and select any personal views you have access to to delete them.

    This obviously is only useful if there are limited amounts of views you need to tidy up, and requires the views to be shared with you, so may be easier as an Admin to reset credentials and log in as the target user to delete them (if the user is no longer at the business etc).

    Dan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Delete users personal dashboard

    I think there is genuine value in doing this.

    I have a dashboard that was created and shared by an ex-employee. no this test dashboard appears in everyone's dropdown.

    did you figure it out?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Delete users personal dashboard

    I don't think so. At least you can't do it with personal views - it's likely the same with dashboards (otherwise, if you had access to them, you'd have tons of dashboards to choose from)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans