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:
Select the Dashboards link from the Workplace area.
The user dashboards will be in the My Dashboards section of this list. Select one of the user dashboards that you created in the earlier chapters, as shown in the following screenshot:
Once you have selected a user dashboard, the Assign button in the Dashboards toolbar will be enabled. Click on the Assign button, as shown in the following screenshot...