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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / User-created Dashboard...
Microsoft Dynamics CRM (Archived)

User-created Dashboards: How to see Owner?

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Posted on by Joe Woltering 12,163

There are a number of dashboards that have been created by individuals and shared around the company. However, in many cases, the person who created them is no longer with the company or working with CRM, but the work that they did is valuable and needs to be shared with other team members. Is there a way that I can a. See all dashboards in the system (both System and User)? and/or b. Find out the Owner of dashboards so that I can login as that user and re-assign them?

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Joe Woltering,

    My name is Andrés Guzmán, I'm glad to help you.

    I think, you can re-assign all the record from this user to a new one.

    To do this, you need to get in the configuration for that user that you need to re-assign the records and click in "Reassign Records" in the Ribbon:

    Have a great day, Regards,

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at

    While not exactly the solution I was hoping for, I can see how this can be useful and will probably help out our situation. Thanks Andres!

  • Suggested answer
    StigH Profile Picture
    StigH 5 on at

    Hi 

    I guess the problem is probably solved by now, but for everyone else who finds this question, here is the answer.

    It is possible to find the owner of the user owned dashboards if you have access to the CRM database. If you are online, this would require retrieving a database backup from Microsoft, bur if you are on-prem then this simple query will give the answer:

    SELECT dbo.UserFormBase.Name, dbo.SystemUserBase.FullName
    FROM dbo.UserFormBase INNER JOIN
    dbo.SystemUserBase ON dbo.UserFormBase.OwnerId = dbo.SystemUserBase.SystemUserId

    Best Regards

    Stig

  • Community Member Profile Picture
    Community Member on at

    This worked great, thanks!

  • MrE_MAE Profile Picture
    MrE_MAE 15 on at

    you may use the xrmtoolbox SQL 4 CDS in an online environment and state:

    SELECT UserFormid, ownerid, owneridname

    FROM userform

    where name='x'

    x= the name of the dashboard visible to the user like 'Lead follow up dasboard'.

    SELECT UserFormid, ownerid, owneridname

    FROM userform

    where userformid='y'

    y = the id you can copy from the ui... address bar: right after: 'dashboard&id='

    looking like xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx just with other letters and numbers instead of x of course.

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