Notifications
Announcements
Hello,
How to get an access to personal dashboard of another user?
if you are suggesting any tool of XRMToolbox, Please provide steps,
Thanks,
Hello, @Shafdev,Check this article https://ledgeviewpartners.com/blog/how-to-share-a-personal-dashboard-in-microsoft-dynamics-365/#:~:text=To%20share%20your%20personal%20dashboard,%E2%80%9CAdd%20User%2FTeam.%E2%80%9D
If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.
I am primarily available on weekdays from 6-10 PM CT and 5-10 PM CT on weekends.
Visit my Blog: www.powerplatformplace.com
This will work if user has access to personal dashboard , if we don’t have access to personal dashboard .
How to get an access to personal dashboard of another user who left the company?
Hi @Shafdev,
You can try using an XrmToolBox plugin like SQL 4 CDS and query the userform (User Dashboard) table to identify the personal dashboard. Then you can update the ownerid to reassign it to yourself. I believe you will need to be a system administrator in order to have the appropriate privileges to reassign the personal dashboard record.
You may also need to reassign any personal views or personal charts that the dashboard uses. You can look in the FormXml column value of the userform record to find any <ViewId> and <VisualizationId> elements. If the <IsUserView> element is set to true, then it is a personal view. You can query the userquery (Saved View) table to find that personal view, update the ownerid to reassign it to yourself. You can do the same to reassign personal charts via the userqueryvisualization (User Chart) table.
---Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
In our never-ending quest to improve we are simplifying the forum hierarchy…
We are honored to recognize Ajay Kumar Gannamaneni as our Community Spotlight for December…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
WarrenBelz 711 Most Valuable Professional
Michael E. Gernaey 319 Super User 2025 Season 2
Power Platform 1919 268
