Security roles in Dynamics CRM can be configured to disable both custom and system Dashboards, which can be useful if a company adopts an existing solution but its users do not have a need for the pre-existing Dashboards that have already been configured. Disabling unnecessary Dashboards is the preferred solution over deleting them, since certain customizations or plug-ins may reference them. Let’s go over how to use security roles to disable Dashboards.
To disable a Dashboard for all users, we will need to enable security roles on the Dashboard to hide it. To do so, navigate to your CRM solution’s customizations settings and select Dashboards from the pane on the left-hand side. Select the Dashboard you would like to disable.
Note: Only one dashboard can be updated at a time. To disable multiple dashboards, repeat these steps for each.
Once the dashboard is selected, click Enable Security Roles in the commands.
A new window will open up where you can configure the security roles for the selected Dashboard. In this window, change the top radio button from Display to everyone to Display only to these selected security roles. Then, click the check mark at the top left-hand side of the list view to uncheck all security roles at once. Then uncheck the Enabled for fallback check box and click Okay.
By un-assigning all security roles from the ‘Display to’ list for a particular Dashboard, it will not be visible to any user that logs into Dynamics CRM. If you deactivate the default Dashboard, be sure to activate another new dashboard as the default.
That’s all for today’s blog! Check out these other resources for using security roles in Dynamics CRM, and as always, happy CRM’ing!