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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / System dashboards shou...
Customer experience | Sales, Customer Insights,...
Answered

System dashboards should be restricted by Security Role in Dynamics 365 CRM

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Posted on by Bilal079 60

Hi All,

I'm facing an issue to assigning a Security Role to a System Dashboard.

Default Solution 

Component Type:  Dashboards

View:   All

Any System Dashboard.

After selecting the System Dashboard Click on "Enable Security Roles"

By default all Security Roles assigned to it, when i try to assign it Only System administrator i'm not able to Save it, please see attached.

dashboard_2D00_issue.png

i have already looked this Question, but not able to fix the issue.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/242433/user-roles-based-restriction-required-to-access-system-dashboards-in-dynamics-365-crm/669153

is there any way to Assign it only System administrator Security Role?

Thanks

Regards 

Muhammad Bilal

  • Bilal079 Profile Picture
    Bilal079 60 on at
    RE: System dashboards should be restricted by Security Role in Dynamics 365 CRM

    Hi Lu,

    Thanks for your response.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: System dashboards should be restricted by Security Role in Dynamics 365 CRM

    Hi Muhammad,

    Only a customizable dashboard can be set up with assigned security roles.

    In the default solution view, we can see which dashboards are not customizable.

    1780.PNG

    The dashboard in your screenshot is 'Server-Side Synchronization Failures', which is not customizable, so you cannot change its security role.

    Other system dashboards are customizable, so you can set them to only be visible to system administrators.

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