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Suggested answer

User can't create or edit personal dashboard

Posted on by Microsoft Employee

A user can't create or edit my existing personal dashboard.  I looked at the role he has and the security and the User Dashboard is set to User for Create, Read, Write, Delete, Assign and Share. 

"Cannot Edit Dashboard

The requested record was not found or you do not have permissions to view it"

"

What is keeping him from creating and editing his own personal dashboard?

  • Suggested answer
    Henrik H Profile Picture
    Henrik H 90 on at
    RE: User can't create or edit personal dashboard

    In extension of KarenF's answer: We found it sufficient to set Publisher and Solution to organization-level read access. No write access seems to be needed.

    [quote user="KarenF"]

    We just came across the same issue for a customer using Dynamics 365. By a process of elimination we found that giving the 'Publisher' and 'Solution' permissions on the 'Customization' tab on a security role (create and read needed to be 'organization' level) the others could be 'business unit' level, fixed the issue. Would recommend you test this on a test environment fully to ensure it meets your business requirements.

    [/quote]

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    Dear, 

    We had the same problem with a user (while a colleague with the same set-up could do it). The fix for us was giving that user full system admin rights for a few seconds, make the user do a refresh, then the user saw the button and then take away the system rights so they have their default roles again. The "new" button was still there :)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    Apparently we also have not found any proper way of dealing with that . But giving solution and publisher entity security level to organization level is way bad risky . Your entire solution might go haywire if they fiddle around . Be careful with that.  

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    We just came across the same issue for a customer using Dynamics 365. By a process of elimination we found that giving the 'Publisher' and 'Solution' permissions on the 'Customization' tab on a security role (create and read needed to be 'organization' level) the others could be 'business unit' level, fixed the issue. Would recommend you test this on a test environment fully to ensure it meets your business requirements.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    Did you ever get a solution to this problem?

    We have the same problem in our organization. In the end I had to give those users System Admin permissions which I do not like because there is a risk they can mess up the system, even though I made them promise not to do anything outside creating their own dashboards.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    What do you mean?

    We have the same issue. On premise CRM 2015.  Some users are fine, others get the error message telling them they cannot edit the Dashboard? The security profiles of the users are EXACTLY the SAME and yet recently added users get the error message (shown on screen at top of this blog).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    there is no edit option in user created dashboard where as admin has given all dashboard options security level to user

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    Its on premise.

  • Mitch Milam Profile Picture
    Mitch Milam on at
    RE: User can't create or edit personal dashboard

    is this CRM Online or On Premises?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User can't create or edit personal dashboard

    here is the error:

    1067.error.png

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