Security in Reporting - Dynamics 365 Customer Service

1. Check your security role

   • Follow the steps in View your user profile..

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Customizations.

3. Select Customize the System.

4. Select Components > reports, and then select the report that you want to share.

5. Select Actions.

   • To change the owner, select Assign, and then select the user or team.

   • To share the report, select Sharing, add the user or team you want to share the report with, and then give them specific permissions. Select Share.

6. Select Save or Save and Close.