Show a list of all records for a user who has user level privillage

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Posted on by Nijos

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Hi,

In a particular Dashboard (or in a html page) I want show the list of all Leads ,even for users who has user level privilege.

Is it possible t create a Dashboard like this ?

or is it possible to get the total count or leads in the organization at-least?

I need to show this count to all users

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JayeshAC 1,157 on at

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Hi Nijo,

why dont you create a new custom dashboard?

you also can create a custom view in lead entity which can be used in your new dashboard.

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Hamzeh Zawahreh 3,674 on at

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hello Nijo Joseph Raju

yes you can add list to dashboard and select the entity and select your view see this link:

http://crmbook.powerobjects.com/basics/analytics/dashboards/

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Hamzeh Zawahreh 3,674 on at

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hi

according to you second question you can do this:

* Use SQL query to SSRS Custom report,

1. Make one custom Chart - report in SSRS Bulder

2. you can write any SQL useing CRM FilteredView, (Use only Filteredviews in your SQL do not use CRM tables).

3.Import that SSRS Custom report to CRM.

4.Get the URL of report.

5.Add one I-Framae on dashboard, set the report URL to I-frame. (Make sure you unchecked cross script check box)

so you will have dashboard, and within dashboard you will have ifrmae, within iframe you will have your report, and report will have chart.

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Nijos 1,672 on at

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Hi Hamzeh Zawahreh,

Mine is an online account, so I cannot use SQL query.

I need to show the total number of leads in the organization to a user who has only User level privilege on leads,

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Mahendar Pal 45,095 on at

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Hi Nijo,

The problem here is the user impersonation, from user level permission you won't get this details. Again not sure if you will be able to get it in SOAP through impersonation, but you can develop a silverlight web resource and there you can do this, you can impersonate user and count all leas in system and then if you want you can show this silverlight control over dashboard as well.

Or you can follow old way that was used to show count of view total through plugin (the same where you can impersonate user), check this old post: a33ik.blogspot.ae/.../supported-record-counter-for-microsoft.html

you need to upgrade this code.

Thanks

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Nijos 1,672 on at

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Hi HIMBAP,

Thanks

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