Wednesday, August 3, 2011

Restrict(hide) dashboard and chart for users in ms cmr 2011


i had one request from a set of user (depends the role) where they do not want the chart component as in the image, in right hand side of each main grids.
Note: as we know this is a best feature in ms crm 2011. and these users came from ms crm 4.0 to ms crm 2011, so they do not need it also. these are just users having low roles.
its very simple to do so in ms crm 2011 in the access matrix.
just login as system admin, go to roles and open the role u r targeting the users.
then go to Core Records tab -> see User Chart and User Dashboard will be selected as user level access. just deselect that,
then you are done.

hope this will help if anyone is googling with out going there. ;)




Working with Microsoft Dynamics CRM 2011

1 comment:

  1. Hi Sudhanshu,

    I have the same requirement to hide side chart bar. I did all as you mentioned in your blog, but still unable to hide the chart bar. Do we have some other settings to do along with the above one to successfully hide the chart bar?

    ReplyDelete