Personal User Views Migration

This XrmToolBox tool allows you to re-assign, copy, and delete personal components (views, charts and dashboards) from one user to another (developed by Clément Olivier).

When a user leaves an organisation, the personal views, charts, and dashboards owned by that user need to be identified and reassigned to another user for maintenance especially when those components are shared and used by multiple users.

To reassign the personal components, you can use this tool to search the personal views, charts, and dashboards owned by a particular user and assign or convert them to a system component.

• Tool Information
• Documentation, Blog Post, Blog Mention 1, Blog Mention 2
• Video Tutorial (from 4:27)
• Functionalities
• Copy/create a clone of personal components and assign it to another user
• Copy the shared access to the cloned component
• Assign the personal components to another user
• Delete unwanted personal components which are being shared with other users
• Manage shared access to the personal component
• Convert/create a clone of personal components as system components (system views, system dashboards, system charts)
• Load all the users and teams in the environment (Fig. 1, Pt. 1)
• Change options to load all users or enabled/disabled users only and the sorting order of the results (Fig. 1, Pt. 2) (Fig. 2)
• Filter by Status (Enabled/Disabled) or Type (Users/Teams) (Fig. 1, Pt. 3)
• Select the user/team who own the personal component to be re-assigned (Fig. 1, Pt. 4)
• Load the views owned by the selected user/team (Fig. 1, Pt. 5) (the same functionality for the Dashboards and Charts after switching to the respective tabs) (Fig. 1, Pt. 6)
• Select the personal view (dashboard or chart) to be processed (Fig. 1, Pt. 7)
• Select the action (Fig. 1, Pt. 8)
• Copy and assign require the destination user/team to be selected (Fig. 1, Pt. 9)
• Manage item Sharings will only allow modification of the sharing setting or unsharing it from the user/team. It will not allow sharing to a new user/team (Fig. 3)

Fig. 1 - Personal User Views Migration

Fig. 2 - Options

Fig. 3 - Sharing Settings

This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.