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How to configure default panel based on user role

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Posted on by hramos

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Good morning, I wanted to consult how to configure the panel based on the user's role when opening Dynamics 365. I mean, configure which panel is shown to the user according to the Role they have, greetings.

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Hi hramos,

You need navigate to Settings > Personalizations Settings to set default pane and tab after each user login the crm.

You can't set them based on user security role automatically.

But you can try to use xrmToolBox - user setting utility to to set up bulk settings for multiple users and you can avoid having to set up each user on their own.

User Settings Utility · XrmToolBox

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CRMJetty 3,512 on at

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Hello Hramos,

pls review this article

https://edwardsdna.com/2015/03/05/microsoft-dynamics-crm-personal-options/

Here it goes: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/169740/crm-2015-user-options-default-based-on-user-role?pifragment-97030=1

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

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