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Monday, 10 December 2018 19:06

Dynamics 365: Share and Share Alike

Have a dashboard that is the envy of your colleagues? Created a view that would benefit your office mate? Is there a Dynamics 365 User that cannot access a record of yours and needs to, but security provisions are preventing him from doing so? If any of these apply, I encourage you to read on.

Sharing personally created views, charts, dashboards, and even records in Dynamics 365 could not be easier. Follow the steps below, and within seconds you will see just how simple it is to grant and give access to components within D365.

To Share Records:

1. Navigate to the entity that contains the records you want to share.

Sharing pic 1

2. Select the records to share.

Sharing pic 2

3. Click Share in the command bar.

Sharing pic 3

4. Select Add User/Team.

Sharing pic 4

5. Select the user or team you want to share the view(s) with.

Sharing pic 5

6. Then select the level of access and click Share.

Sharing pic 6

To Share Personal Views:

1. Navigate to the Advanced Find Query feature.

Sharing pic 7

2. In the Look For dropdown, select the entity which contains the View you want to share.

Sharing pic 8

3. Next select, Saved Views.

Sharing pic 9

4. Place a check next to the view(s) you want to share and select Share in the ribbon. Note: You can select 1 or more.

Sharing pic 10

5. Select the user or team you want to share the view(s) with and then select the level of access.

Sharing pic 11

To Share Personal Charts:

1. Navigate to the Entity which contains the chart you want to share and select the chart.

Sharing pic 12

2. Click the ellipses to display more options and choose Share.

Sharing pic 13

3. Select the user or team you want to share the chart with and then select the level of access.

Sharing pic 11

To Share Personal Dashboards:

1. Navigate to your Dashboards and select the Dashboard you wish to share.

Sharing pic 14

2. In the command bar, choose Share Dashboard.

Sharing pic 15

3. Select the user or team you want to share the dashboard with and then select the level of access.

Sharing pic 11

And just like that, you can give licensed Users just the right amount of access to records and analytics they otherwise would be unable to surface. If you have any questions or need assistance, we are always available at This email address is being protected from spambots. You need JavaScript enabled to view it..

Published in Dynamics 365