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Disabled User’s Personal Views/Dashboards/Charts

Dynamics 365 CE / CRM

Disabled User’s Personal Views/Dashboards/Charts

Posted by Jim Corriveau on August 18, 2023 at 4:54 pm

Hello,

Is it possible to move/change the owner of a disabled User’s personal views/dashboards/charts without having to enable the User?

Thank you,

Jim

Jim Corriveau replied 8 months, 2 weeks ago 2 Members · 2 Replies
2 Replies

Heidi Neuhauser

Member
August 28, 2023 at 11:48 am

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Check out the XrmToolBox! You can use Personal User Views Migration tool to get the personal dashboard, charts and views reassigned.
Jim Corriveau

Member
August 29, 2023 at 10:01 am

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Heidi,

I’ve tried 3 tools: Personal View Manager throws an unhandled error when I try to ‘Get Views’ on the disabled User. Personal Views Sharing does not give an option to select disabled Users and Personal Artefact Manager shows disabled Users but throws a handled exception stating that the User is disabled and then fails to run.

Is there a tool in the toolbox that you know runs on disabled Users?

Thank you,

Jim

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