Assigning a user dashboard
After creating user dashboards for Dynamics CRM, the relevancy and even maintenance of the dashboard may become the responsibility of a different Dynamics CRM user. Instead of having to recreate the dashboard for the new user, Dynamics CRM supports Assigning ownership of user dashboards from one user to another.
Getting ready
This recipe assumes that there is more than just one user account in your Dynamics CRM system. Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
How to do it...
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area.
- The user dashboards will be in the My Dashboards section of this list. Select one of the user dashboards ...
Get Microsoft Dynamics CRM 2011: Dashboards Cookbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
