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

It's not posible to share Dashboard (role: System Administrator)

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Posted on by 35

Hello,

I can't share a dashboard for my user or with other users.

When I push "Share Dashboard", the following error happens:  "You do not have Share Permissions to any of the récords you have selected. Therefore, you cannot share the selected records".

If you push "Assign", there are two options "Assing to me" or "Assign to another user o team". In this case, the error is shown "Access is denied. You do not have enough privileges to Access the Microsoft CRM objetc or perform the requested operation. For more information, contact your Microsoft Dynamics CRM administrator"

Mi role is "System Administrator", I've even tried other roles but it doesn't work.

Do you have any idea how can I fix it?

And another question, how can I know who created a dashboard? Maybe, only this person can add other users, right?

Thanks in advance for your help,

Best regards,

Mónica.

  • Lennon Soeiro Profile Picture
    on at
    RE: It's not posible to share Dashboard (role: System Administrator)

    Hi Monica,

    This is not the behavior expected by the system, if the problem has not been resolved, please open a support incident with Microsoft.

    Best Regards

    Lennon J. Soeiro

    Support Engineer

  • MRamos Profile Picture
    35 on at
    RE: It's not posible to share Dashboard (role: System Administrator)

    Hello

    I can't see the properties you told me, only see this:

    ,pastedimage1594381039112v1.png

    Thanks and best regards,

    Mónica.

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: It's not posible to share Dashboard (role: System Administrator)

    Hi,

    Is this happening for all dashboard?

    Have you tried sharing OOB dashboard and see if error is coming.

    As Raj mentioned above, check if any of the view is used in dashboard is personal view which you will not have access even though you have system admin role.

    If found helpful, Please mark my answer verified.

  • Lennon Soeiro Profile Picture
    on at
    RE: It's not posible to share Dashboard (role: System Administrator)

    Hi Monica,

    Could you share additional information about this Dashboard ?

    community.dynamics.com/.../how-to-create-share-delete-and-set-a-personal-view-to-default-in-microsoft-dynamics-365

    docs.microsoft.com/.../create-edit-views

    Regards

    Lennon Soeiro

    Support Engineer

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: It's not posible to share Dashboard (role: System Administrator)

    Check the dashboard whether the view used to configure the dashboard is a personal view?

    Refer the following article:

    www.inogic.com/.../

    Regards,

    Rajkumar Rajaraman

    If found useful, please mark the answer as verified

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