Posted by Sanford Mosby | May 21, 2015
Recently we created a Microsoft Dynamics CRM 2015 dashboard to display a custom report. I’ll get to the steps of creating a dashboard to display the report in a different blog, for today, we’re going to discuss the visibility of the system dashboards and forms. To create a system dashboard. Select your solution. Click New. Select Dashboard. This will open the new dashboard dialogue.
Choose a layout that best suits your needs. Click Create. The new dashboard opens. Here you can add your components as needed. You can add, chart, view, iframe and/or a web resource. Each component can be sized accordingly. Keep in mind, the more items you add or the large the view frame, the more scrolling will be needed to take in all the information. Once your dashboard is complete, save close. By default, the new dashboard is visible to all security roles. But if you’re developing a new dashboard for a specific group and you don’t want to have this dashboard available to all, you must alter the security roles. Select the security role for the dashboard. Make certain the users have the matching roles and the roles have the privileges for the underlying views, and records of the dashboard. If the Executive Leadership Team of the company does not have the “Custom Dashboard Role”, they will not have the dashboard in there list of available dashboards.
Figure 1:Without security role
Figure 2: With security role
So remember. When you’re adding a new dashboard, remember you can make the dashboard available to the entire organization or limit it to a specific set of users based on a security role.
By Sanford Mosby, Microsoft Dynamics CRM Technical Consultant with xRM3 a Microsoft Dynamics CRM Partner Serving the Customer Relationship Management needs of Southern California, St. Louis and anyone who asks.