Customer Engagement & Dynamics CRM Forum

Hello All, 

I've done a bit of research and can't find a discussion for this specific issue. I have a user that created multiple personal dashboards that no longer appear in his dashboard selection drop down. The personal views are still accessible through Advanced Filter. He cleared his cache and did an IISRESET which did not resolve the issue. He is the only user experiencing this issue. 

Any input is greatly appreciated.

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Debbie,  have you looked at his dashboard via xrmtoolbox ?   to see if you can see them that way also if the user gave assign rights to a dashboards some one could have taken it and not given the user who owned it org. access back? just a thought

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN
------------------------------

Original Message:
Sent: Mar 14, 2022 01:25 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello All, 

I've done a bit of research and can't find a discussion for this specific issue. I have a user that created multiple personal dashboards that no longer appear in his dashboard selection drop down. The personal views are still accessible through Advanced Filter. He cleared his cache and did an IISRESET which did not resolve the issue. He is the only user experiencing this issue. 

Any input is greatly appreciated.

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Hello Chris, 

I have not used XRMToolBox. Which Tool would I select to view his dashboard?

Thank you for your input!

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Original Message:
Sent: Mar 15, 2022 09:20 AM
From: Cole Haddock
Subject: User Personal Dashboards Disappeared

Debbie,  have you looked at his dashboard via xrmtoolbox ?   to see if you can see them that way also if the user gave assign rights to a dashboards some one could have taken it and not given the user who owned it org. access back? just a thought

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN

Original Message:
Sent: Mar 14, 2022 01:25 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello All, 

I've done a bit of research and can't find a discussion for this specific issue. I have a user that created multiple personal dashboards that no longer appear in his dashboard selection drop down. The personal views are still accessible through Advanced Filter. He cleared his cache and did an IISRESET which did not resolve the issue. He is the only user experiencing this issue. 

Any input is greatly appreciated.

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Debbie,

I would use Personal user views migration and click on the user to see if you can see the dashboard they say they "" own or look at other user to see if another user "" owns it

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN
------------------------------

Original Message:
Sent: Mar 15, 2022 02:47 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello Chris, 

I have not used XRMToolBox. Which Tool would I select to view his dashboard?

Thank you for your input!

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI

Original Message:
Sent: Mar 15, 2022 09:20 AM
From: Cole Haddock
Subject: User Personal Dashboards Disappeared

Debbie,  have you looked at his dashboard via xrmtoolbox ?   to see if you can see them that way also if the user gave assign rights to a dashboards some one could have taken it and not given the user who owned it org. access back? just a thought

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN

Original Message:
Sent: Mar 14, 2022 01:25 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello All, 

I've done a bit of research and can't find a discussion for this specific issue. I have a user that created multiple personal dashboards that no longer appear in his dashboard selection drop down. The personal views are still accessible through Advanced Filter. He cleared his cache and did an IISRESET which did not resolve the issue. He is the only user experiencing this issue. 

Any input is greatly appreciated.

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Hello Cole, 

Thank you for your input. Unfortunately, we weren't able to identify the issue. The user is re-creating his dashboards.  


------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------

Original Message:
Sent: Mar 15, 2022 03:01 PM
From: Cole Haddock
Subject: User Personal Dashboards Disappeared

Debbie,

I would use Personal user views migration and click on the user to see if you can see the dashboard they say they "" own or look at other user to see if another user "" owns it

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN

Original Message:
Sent: Mar 15, 2022 02:47 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello Chris, 

I have not used XRMToolBox. Which Tool would I select to view his dashboard?

Thank you for your input!

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI

Original Message:
Sent: Mar 15, 2022 09:20 AM
From: Cole Haddock
Subject: User Personal Dashboards Disappeared

Debbie,  have you looked at his dashboard via xrmtoolbox ?   to see if you can see them that way also if the user gave assign rights to a dashboards some one could have taken it and not given the user who owned it org. access back? just a thought

------------------------------
Cole Haddock
CRM Architect
[email protected]
Nashville, TN

Original Message:
Sent: Mar 14, 2022 01:25 PM
From: Debbie Carrier
Subject: User Personal Dashboards Disappeared

Hello All, 

I've done a bit of research and can't find a discussion for this specific issue. I have a user that created multiple personal dashboards that no longer appear in his dashboard selection drop down. The personal views are still accessible through Advanced Filter. He cleared his cache and did an IISRESET which did not resolve the issue. He is the only user experiencing this issue. 

Any input is greatly appreciated.

------------------------------
Debbie Carrier
LMI Corporation
Fenton MI
------------------------------