Add specific access Role for Dashboard in the CRM 2011.

First we need to find out RoleID. To do that simply run Microsoft SQL Management Studio and execute following query:

SELECT [Name],[RoleIdUnique] FROM [OrganizationName_MSCRM].[dbo].[Role]

You will get something like:

Create some dashboard and call it as DEMO Role Dashboard.

Now export yours solution as unmanaged.

Extract it and open for edit customizations.xml

Now press Ctrl+F and enter “DEMO Role Dashboard” to find out our dashboard.

Add code bellow after </tabs> node and before </form> node:

            <DisplayConditions FallbackForm="true">

              <Role Id="{763BA6F2-84D2-4E87-B1B7-D0D0D6BF670B}" />

            </DisplayConditions>

 

It should look like:

  

 

Where “Role Id” is id of role that has access to use yours dashboard. In our case that is id (763BA6F2-84D2-4E87-B1B7-D0D0D6BF670B) of Support User.

Save everything and import back solution.