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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / User is not able to se...
Microsoft Dynamics CRM (Archived)

User is not able to see 'My Dashboards' section in CRM 2011

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Posted on by Shijo George 80

Hi All,

In CRM 2011 On-premise, a particular user is not able to see the 'My Dashboards' section in the list of dashboards dropdown, so as any dashboards that are shared with him do not show up. The dropdown is only showing the System dashboards. 

Even though I had a look at his security roles, I would like to know what should be the minimum permissions needed for that user and what all are the possible causes/solutions for the issue.

Thanks in advance.

Shijo George

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: User is not able to see 'My Dashboards' section in CRM 2011

    Hi Shijo,

    user i am referring to this only.

    did you try the second option that i have given? If user doesnt have any dashboard assigned or created to thim. he wont see that option.

  • Shijo George Profile Picture
    Shijo George 80 on at
    RE: User is not able to see 'My Dashboards' section in CRM 2011

    Thanks, Rawish.

    Could you please confirm the security role permission you mentioned is the same in the screenshot provided below?

    8400.Capture.PNG

    Shijo George

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: User is not able to see 'My Dashboards' section in CRM 2011

    I want to add one more thing ..check Security Role associated with Dashboard and Security Roles assigned to User.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: User is not able to see 'My Dashboards' section in CRM 2011

    HI Shijo,

    To read dashboard - user should have read permission on the dashboard entity on the security role ( under core records)

    however i would like you to ask user to check if he can see "New Dashboard" , ask him to create one and see where it appears.

    -Rawish

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