Wednesday, April 9, 2014

Microsoft Dynamics CRM 2013 : Create your Dashboard !

We created a view and a chart, but now I will show you the best way to use them in your own Dashboard !

Create the Dashboard

To add a new dashboard, click on "New":


Different  basic layout are available. You can obviously modify the layout you choose !



This is the main interface of the dashboard creation :


You can add different type of component on the dashboard :

  • Chart: You can add system/user chart. You have to choose a default view.





  • List: You can add system/user list(View).


  • Web Ressource: You can select a web ressource. It can be a picture, the personnal wall, etc...
  • Iframe

For each component, you can adjust the weidth and the height :


This is the result for my new dashboard :



To set this Dashboard as the my default dashboard :





But like for the view and the chart, John S. wants this dashboard too ! We have to share it with him !

Share the Dashboard

If the Dashboard is not by default :


If the Dashboard is set by default :



The share step are the same as in the post concerning the creation of a view.

Hope this post helps you ! :)

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