How to promote personal dashboard to global dashboard?
A business user has created a personal dashboard which is now become main dashboard for the company. I have a request to make this personal dashboard a global dashboard.
I have tried all options I can see in customize system. Unless I create a new dashboard and try to match that dashboard I cannot see an option to copy or to promote personal dashboard to a global dashboard.
You’re right! Unfortunately there’s no way to convert the user Dashboard (Personal Dashboard) into global Dashboard (System Dashboard) or vice versa. You have to recreate the views & Dashboard from scratch.
Update:
Atleast found this useful info for promoting "Personal views" into "System views".
The Managed solution can be imported into CRM to do the same.
On a side note, If anyone else "Personal view" has to be owned/recreated/assigned to Service account/Admin account - then use this XrmToolBox plugin: Personal Artefact Manager
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