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We often receive requests for custom dashboards that would be restricted by role. Currently, we have to advise customers to create personal dashboards as an administrator and then share them out with the appropriate users or teams. It would be a great enhancement if we could select roles by name and assign them to dashboards to define dashboard sets that a user can access based on their role(s).
STATUS DETAILS
Completed
Narinder Singh (administrator) on 12/12/2016 12:47:34 PM
Thank you for your feedback. We released this feature as part of the functionality since Dynamics CRM 2013.
Please refer to the following link for more information:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-customize-dashboards.aspx
Sincerely,
Narinder Singh
PM, Microsoft