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Hello everyone,
I have some Personal dashboards that are shared with me. But my requirement now is to convert it to System Dashboard so everyone will get the access.
Is there any way to do it?
Please guide.
-Prashant
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There are two ways of creating a 'system dashboard'
1. In order to retain the ownership of the dashboard which you created, select the dashboard and select 'Share' (in the actions pane in the ribbon bar) and then assign the read, write, delete, append, assign and share permission to the user(s) / team(s).
2. Another way to is create the dashboard directly in the solution and publish it. This dashboard will be available in system dashboard. Select the dashboard and then 'Set this as default' .(You will see this option right above the definition are. Hint: Set the component type as 'Dashboard')
Hi Prashant,
There is no way to convert personal dashboard to system dashboard, instead you can share your personal dashboard to all the user in CRM.
You can also check same issue report before :
community.dynamics.com/.../228957
community.dynamics.com/.../109646
community.dynamics.com/.../123225
community.dynamics.com/.../153657
Please mark my answer as verified, if it helps you.
Best Regards,
Shahbaaz
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