After creating user dashboards for Dynamics CRM, the relevancy and even maintenance of the dashboard may become the responsibility of a different Dynamics CRM user. Instead of having to recreate the dashboard for the new user, Dynamics CRM supports Assigning ownership of user dashboards from one user to another.
This recipe assumes that there is more than just one user account in your Dynamics CRM system. Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
Carry out the following steps in order to complete this recipe:
User dashboards are owned by an individual Dynamics CRM user, not the CRM system as a whole. This means that the owner has the ability to decide who else can access the custom user dashboard. Any user that has been granted the Assign
permission for the user dashboard can pass ownership of the Dashboard to a different user in the CRM system. Once the ownership of the dashboard is passed on to another user, the dashboard will be removed from the original owner's list of My Dashboards.
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