Personal User Views Migration


This tool will allow you to reassign, copy, delete, personal views, charts and dashboards from one user to another. This is really useful when someone left a company and forgot to migrate his own views; charts, dashboards to somebody else.

Latest version release notes

Fix when converting a dashboard to system one if it was once coming from a system dashboard itself. Thanks to @greensweater

Fix the deletion issue of sharings
Updated the maximum number of non-interactive users in an instance to 7 (

Ability to modify the sharings directly from the plugin.
Fix the issue while loading too many users make the application crash
Fix various issues.

Ability to convert personal View, Chart and Dashboard into System component.
Ability to filter by Users only
Fix various issues.

Ability to load more than 5000 users and teams.
When copying, you can also copy the sharings.
Fix various issues.

Adding the ability to manage charts, dashboards and views for a team.
Fix various issues.
Aligned the usage of CrmServiceClient instead of OrganizationServiceProxy to manage impersonation.

Manage the sharings of views, dashboards and charts.
Fixed issue with refresh of items list.
Fixed issue with impersonation error.
Background process improved.

The known actions for views are now available for Charts and Dashboards
Ability to sort and filter results for user views, charts and dashboards.
Bug fixing.

Supporting OnPremise environments.
Added the ability to filter (by status and name) and reorder the results.
Various bug fixes, checks and improved code in the background.
Introducing a help page.

Allow the plugin to log anonymous data or not, in order to improve the most used features and develop the others.
Added the ability to delete a view.
Various bug fixes / improving processes.

Retrieve users from your organization, get user views and copy or reassign them to someone else.


Version Release date Number of downloads Rating
1.2023.5.13 5/5/2023 7:36:53 PM 5463 5.00
1.2022.1.12 1/10/2022 8:44:49 PM 17531 4.50
1.2020.2.11 2/25/2020 8:38:53 AM 22081 5.00
1.2020.1.10 1/24/2020 1:15:45 PM 2757 0.00
1.2019.9.9 9/3/2019 12:06:48 PM 7431 0.00
Show more versions (7 more)


Latest version

William Faulk ()
It works well, personal views may be reassigned or copied and that worked well. Errors could be better if the view which triggered the exception were identified. When a detailed exception is shown it's not text which can be copied; i.e. permissions exception with the guids included.
Linn Zaw Win ()
This is an awesome tool to identify the personal views, personal dashboards and personal charts owned by the other users/teams and re-assign. It is useful especially when a user leaves an organisation all the personal components owned by that user need to be identified and reassigned to another user for maintenance.

Other versions

Michael Wink () - version 1.2022.1.12
Great little tool, super efficient and really helpful
karun kumar () - version 1.2022.1.12
The tool works well but the only thing is there is no option to choose the destination. I hope we have an option to directly copy to the destination.
Tool author answer ()
Hello Karun, No sure I really follow the drawback since when you selected the view/dashboard or chart, you can select on the right panel the User and/or Team where you want to copy the element. The destination list is exactly the same as the source one (on the left hand side). Feel free to reach me with my github for me details !
Nabs Chrat () - version 1.2020.2.11
Joseph Terry () - version 1.2019.3.6
The latest updates make this a very powerful tool for managing personal views, charts and dashboards. Keep up the great work!
Christoffer Larsson () - version 1.2019.3.6
A must for a Dynamics Admin/support. Would love to be able to search for Views/Dashboards owned by teams aswell.
C M () - version 1.2018.6.5
Hi, When selecting a user the plugin crashes with the following error: The user authentication failed! I have system Admin right as wel as the selected user, so what can be the problem? TIA. Regards, Christophe.
mohammed Amine nabigh () - version 1.2018.2.3

Related information

Author: Clement Olivier Latest version: 1.2023.5.13 Released on: 05/05/2023 Nuget package Id: Carfup.XTBPlugins.PersonalViewsMigration Open Source: true Go to project web site Ratings (all versions) 5Average rating 9Number of ratings Downloads 5463Latest version 143441All versions 11953.42Average per version Tags Security Troubleshooting Data Customizations Migration