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Microsoft Dynamics CRM (Archived)

Dashboard Chart Privileges

Posted on by Microsoft Employee

On dashboards that my coworkers and I are sharing, we occasionally get this note in place of each of the charts: "You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information, contact your Microsoft Dynamics C..." On those dashboards that I have created, I have tried sharing the view used to create the chart with these coworkers, but still no luck.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard Chart Privileges

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard Chart Privileges

    What categories and what level? Because I have them all the way to Organization on every individual category like Account and Activity. However, it does not allow me to add allow them more than User for User Chart and User Dashboard that may also be necessary?

  • Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: Dashboard Chart Privileges

    Yes...Dashboard and records(views) depends on assigned Security Role.
    Ref : http://www.crmsoftwareblog.com/2014/04/security-role-specific-dashboards-in-microsoft-dynamics-crm-2013/ 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dashboard Chart Privileges

    Is that just managed through Security Roles?

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Dashboard Chart Privileges

    They have to have permission to see the records underneath as well.

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