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Microsoft Dynamics CRM (Archived)

User permission create views, dashboards & reports

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Posted on by Microsoft Employee

I have a requirement to allow regular users (not System Admins) to create Views, Reports & Dashboards. My idea is to clone System Configuration role & modify it only contain Report & dashboard permissions. Assign this role to those user who wants to have that privilege to create Views, Reports & Dashboards.

Please advise if there is any better way of doing this. Appreciate your help.

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  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: User permission create views, dashboards & reports

    Personal dashboards & Personal views are the easiest way to go, so that it can be shared to other users.

    System dashboards, System views, Reports need customization skills & need to be published/deployed across the environments.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: User permission create views, dashboards & reports

    Hello,

    You can either clone from System Customizer or create a new role and assign it to mentioned user.

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