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Customer experience | Sales, Customer Insights,...
Suggested Answer

Finding Dashboards and Views using advanced find.

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Posted on by 10

I have a Dashboard that I have shared with a user by using the 'Share Dashboard' feature on the dashboard page. They are still saying that they are unable to see any data on the dashboard and they get the message:

"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 CRM administrator."

I have checked their permissions from the 'share' dashboard' button on the dashboard page.

I have tried to now search for this Dashboard / view using the advanced find feature but I am unable to locate it this way.

Can someone walk through on how to add the correct permissions to the user / dashboard to resolve this.

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  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey.

    Please bear en in mind that Dashboards are made of "Views". the underlying view must also be configured as "Public" and shared with the appropriate people

    https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-edit-views

    Regards

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