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Dynamics 365 general forum

Dynamics 365 achieve functionality.

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Hello All Experts,

I need to provide a solution for the below requirement.

1. Display the dashboard based on user's Region when individual user log in.

2. if Manager logs in then all the data of the user's under him should be displayed.

how can i achieve this functionality.

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Dynamics 365 achieve functionality.

    Hi ,

    Please check below reference -

    rajeevpentyala.com/.../role-based-dashboards-crm-2013

    I believe you can control dashboard data by providing entity access level business  unit and parent child business unit.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Dynamics 365 achieve functionality.

    Hi,

    This is not possible cause views which are used in dashboard are static and can't be changed based on logged in user. You need to create custom SSRS report to ahieve this.

    Hope this helps.

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