UserForm (user dashboard) entity messages and methods

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

A user form represents a user-owned dashboard. The schema name for this entity is UserForm. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

AssignRequest

Assigns a user-owned dashboard to another user or a team.

CreateRequest

Creates a user-owned dashboard. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes a user-owned dashboard. You can also call the IOrganizationService.Delete method.

GrantAccessRequest

Shares a user-owned dashboard with another security principal (user or team).

ModifyAccessRequest

Changes the access rights for a user-owned dashboard previously shared with another security principal (user or team).

RetrieveRequest

Retrieves a user-owned dashboard. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of user-owned dashboards. You can also call the IOrganizationService.RetrieveMultiple method.

RetrievePrincipalAccessRequest

Retrieves the access that the specified security principal (user or team) has to a user-owned dashboard.

RetrieveSharedPrincipalsAndAccessRequest

Retrieves the security principals (users or teams) that have access to a user-owned dashboard, and their access rights to the account.

RevokeAccessRequest

Removes all access to a user-owned dashboard for the specified security principal (user or team).

UpdateRequest

Updates a user-owned dashboard. You can also use the IOrganizationService.Update method.

Microsoft Dynamics 365

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