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I have made a dashboard which I want to share with other users. Can you please guide how to do it ? If there are multiple ways kindly guide that as well.
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The first step you want to do is navigate to the Dashboard area of Microsoft Dynamics CRM and open the dashboard(s) that you want to share with another user.
Then click the Share Dashboard button on the command bar and Select Add User/Team. This will allow you to select the users or teams that you want to share your dashboards with.
Select the users and teams that you want to give access to your dashboard and click the Select button. When you're happy with your selection click the Add button, select the level of access for each user and team and click the Share button when you're done.
can you pleae guide what is dashboard area ? I m in Customizations > Entity > Dashboard but don't see share option here.
It works, thanks.
but as an Admin, I want to share 1 user dashboard to other user, how that is possible.
Hi iTarun,
The steps above are applicable to admins. If you follow the steps you will be able to share your dashboard with selected users.
But don't you have to share each component of a dashboard in order to successfully share the dashboard? I must share each view I want to use and each chart and the dashboard or all the users see is that they don't have access.
It does not make sense to me if I am sharing a dashboard, of course I want them to see the content.
It is easiest to do this by:
1. The first thing you need to do is to impersonate the user.
2. Now you will open the dashboard.
3. Assign dashboards to your users instead of sharing them.
(while you are an impersonated user, the system is not allowed to share the dashboard).
4. You are now able to share this dashboard with both your desired users and your impersonate user because after step no.3 dashboard will not be visible for the Impersonate user.
I hope this helps.
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