To define the Role Based Dashboard, select Enable Security Roles button and select the roles just like Role Based Forms. It also has the same feature as Set as default.
This is a good enhancement and was a limitation before. Great little addition.
Thursday, 3 October 2013
Role Based Dashboard
Another existing feature of CRM 2013. Role based Dashboard. In CRM 2013, you can now define role based Dashboard just like forms.
To define the Role Based Dashboard, select Enable Security Roles button and select the roles just like Role Based Forms. It also has the same feature as Set as default.
To define the Role Based Dashboard, select Enable Security Roles button and select the roles just like Role Based Forms. It also has the same feature as Set as default.
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