Edit

Sample: Assign a user-owned dashboard to another user

  • Article

This sample shows how to assign a user-owned visualization to another using the AssignRequest message. Because you can’t delete a user-owned dashboard that is assigned to another user, this sample shows how to use impersonation to delete the user-owned dashboard. You can download the sample from here.

This sample requires an additional user that isn't available in your system. Create the required user manually in Office 365 in order to run the sample without any errors. For this sample create a user profile as is shown below.

First Name: Kevin
Last Name: Cook
Security Role: Sales Manager
UserName: kcook@yourorg.onmicrosoft.com

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The AssignRequest message is intended to be used in a scenario where it contains the data that is needed to assign the specified record to a new owner (user or team) by changing the OwnerId attribute of the record.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The CreateRequiredRecords method creates entity records that this sample requires.
  3. The mySavedQuery method grabs the default public view for the opportunities.
  4. The visualizationQuery method retrieves the visualizations out of the system. This sample assumes that you have the Top opportunities.
  5. The _otherUSerId method creates the user to whom the dashboard will be assigned.

Demonstrate

The AssignRequest method assigns the visualization or chart to the newly created user.

Clean up

Display an option to delete the sample data in Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.