Role based Dashboards – CRM 2016

Dashboards/charts visibility

• System charts are like System views, only Users with System Administrator or System Customizer can create and view-able by all users.
• Personal charts are like Personal views, only visible to User who created them (i.e., Unless the created user shares the personal Dashboard/chart, nobody else can see it, not even a system administrator)

Restrict User to access Dashboards/Charts

• To restrict users to access System dashboards/Charts
  • Open security role –> Customization tab, set ‘System Chart/System Form’ access level to ‘none’

System charts Access/Privileges

• To restrict users to access Personal dashboards/Charts
  • Open security role –> Core Records tab, set ‘User Chart/User Dashboard’ access level to ‘none’

Personal charts Privileges/Access

By removing privileges to User, he can’t access any of the Dashboards or Charts in the system.

What if you want to restrict a particular System Dashboard or Chart to all ‘Sales Person’ security role Users but not others? You cannot configure OOB this in CRM (However you can do this by Plug-ins).

we got a new feature Role based dashboards similar to Role based forms.

Role based Dashboards in CRM 2016

• With CRM 2016, we can manage permissions for Dashboards and control which user can see each dashboards based on security roles.
• To configure the dashboards based on security roles.
  • Open the Solution –> Dashboards, choose single dashboard and click ‘Enable Security Roles‘ button

Configure dashboards by roles

• Select the “Display only to these select security roles” and select the security roles which are allowed to view this dashboard.
• Publish the customization’s.