Incorrect training on adding a dashboard for a user

Jim Morrison 0 Reputation points
2024-07-05T14:47:24.7766667+00:00

In the "Configure your user interface in finance and operations apps" training module, the training and exercise for "Manage menus: Dashboard by role" goes through a process that supposedly adds access to a dashboard for a user. The process it shows is the standard process any user (with security) can use to add a tile or list to a dashboard they user. If you follow the process in the training and exercise, the user performing the work ends up with a tile for the "Assign roles to users" on whichever dashboard they selected in the exercise.

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
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  1. Kiran P 1,505 Reputation points Microsoft Vendor
    2024-07-08T04:18:02.03+00:00

    Hi Jim Morrison,

    Thank you for reaching out to us on Microsoft Q&A forum. 

    We deeply appreciate your concerns and have thoroughly understood your situation.

    It sounds like you're describing a scenario where following the process outlined in the training module specifically adding a tile for "Assign roles to users" to a dashboard instead of the intended dashboard customization. Here’s a breakdown of the situation based on your description. The training module likely focuses on configuring user interfaces in finance and operations apps. This includes managing menus and customizing dashboards based on roles. Users are instructed to follow a standard process to add a tile or list to a dashboard. This process is typically straightforward and allows users to customize their dashboards based on their roles and preferences. Ensure that the user performing the customization has appropriate security permissions to modify dashboards. In the module mentioned the dashboards that are displayed to a user differ by security settings. Users may set a preference in user Options for their initial dashboard on login. Specifically, the role a user is assigned based on user's customization.

    If you are still facing any issue, please let us know in the comments. We are glad to help you.

    If the information is helpful, please Accept Answer so that it would be helpful to community members.