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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Need to convert Person...
Microsoft Dynamics CRM (Archived)

Need to convert Personal Dashboard to System Dashboard in CRM 2016

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Posted on by VPrashant 675

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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  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    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

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at

    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')

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