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
1.2020.2.11 Ability to modify the sharings directly from the plugin. Fix the issue while loading too many users make the application crash Fix various issues.
1.2020.1.10 Ability to convert personal View, Chart and Dashboard into System component. Ability to filter by Users only Fix various issues.
1.2019.9.9 Ability to load more than 5000 users and teams. When copying, you can also copy the sharings. Fix various issues.
1.2019.6.8 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.
1.2019.5.7 Manage the sharings of views, dashboards and charts. Fixed issue with refresh of items list. Fixed issue with impersonation error. Background process improved.
1.2019.3.6 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.
1.2018.6.5 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.
1.2018.2.3 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.
1.2017.12.1 Retrieve users from your organization, get user views and copy or reassign them to someone else.
The latest updates make this a very powerful tool for managing personal views, charts and dashboards. Keep up the great work!
(Christoffer Larsson, )
A must for a Dynamics Admin/support.
Would love to be able to search for Views/Dashboards owned by teams aswell.
(C M, )
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?
(mohammed Amine nabigh, )
Author: Clement OlivierLatest version: 1.2020.2.11Released on: 02/25/2020Nuget package Id: Carfup.XTBPlugins.PersonalViewsMigrationOpen Source: trueGo to project web site Ratings (all versions)5Average rating4Number of ratings Downloads9901Latest version104738All versions10473.80Average per version