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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / shared personal dashbo...
Microsoft Dynamics CRM (Archived)

shared personal dashboard and views

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Posted on by sdnd2000 2,409

Hi, I shared personal dashboard and view with users, but they can only see dashboard, no views, I checked the access, it looked fine, what else could be missing?

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  • Harsh Nigam97 Profile Picture
    Harsh Nigam97 5 on at
    RE: shared personal dashboard and views

    What do you mean by default personal view?

    I am beginer in mscrm, facing the same issue.

    Appreciate your help.

  • Community Member Profile Picture
    Community Member on at
    RE: shared personal dashboard and views

    Is that personal view was used in the dashboard?

  • Verified answer
    sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: shared personal dashboard and views

    Found the issue. I have a default personal view which requires the access, so I have to share the default view with users first.

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: shared personal dashboard and views

    The issue is that the users can not see the views are also in the team, once I remove them from team, they can see it, but team has the same access as user. still can not find out the answer.

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: shared personal dashboard and views

    still checking, and can not reproduce the same issue.

  • Community Member Profile Picture
    Community Member on at
    RE: shared personal dashboard and views

    I have the same problem, a team leader has shared a dashboards with views with me, I can see the views in my advanced find but they won't come up on my dashboard. I have System admin rights so cannot understand why I cannot see these views that have been shared with me. Have you found any solutions yet?

  • A Flores Profile Picture
    A Flores on at
    RE: shared personal dashboard and views

    From that, I'm assuming that it is the business units affecting it. I would check the security role of the business units and make sure they all have read access to the related records.

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: shared personal dashboard and views

    I do have different business unit, but all users should have read access. And they have the same security role

  • A Flores Profile Picture
    A Flores on at
    RE: shared personal dashboard and views

    Yes, it could be that different business units or teams affecting the access. It could also be their security roles. Depending on what records are included in the views, the users should have at least read permissions on that entity within their security role.

    Can you describe the different users that are not getting access?

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: shared personal dashboard and views

    that is exactly what I did. I worked for some users. did different business units or teams affect the access?

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