Wednesday, June 13, 2018

Hiding Dashboards in Dynamics 365

There are plenty of system dashboards that gets shipped with Dynamics 365. Some of these will have some use to a client, but some may not. If they are no use what the recommended option is to set the security permissions to the dashboards to determine which security roles can check them.



This can be done by opening the solution that contains the dashboards(If dashboards are not added to a solution, create a new solution and add the dashboards to proceed), select the dashboard that needs to be hidden and click enable security roles button. A pop up will open with security roles, and user will needs to select the security roles which should be able to check the dashboard. 





Recently I faced an issue with a client where after taking the privilege from dashboards by removing all security roles, client was able to see all of the dashboards. Client was a global admin and was the user who initiated creating of dynamics. All other users (Even system administrators were not able to check the dashboards). 

After checking this for sometime, we decided to remove the dashboards from the app they were using. You can do this by opening the app and then selecting the dashboards section from the app. There you can deselect the dashboards and then they will not appear under dashboards. This is what sorted the issue for us.

You can do this by going to the app section from the solution and opening the app. Then select the dashboard icon and deselect the dashboards.


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