When creating a new dashboard, you are prompted to select a default layout; this was outlined earlier in the Creating a user dashboard recipe. However, you might need to design a dashboard that requires a different layout than those provided in the six default layouts. In order to handle this, Dynamics CRM 2011 lets the dashboard editor modify portions of the layout to better accommodate your needs.
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area.
Select the same personal dashboard that we created in the first recipe of this chapter (Creating a user dashboard).
From the Dashboards menu in the Dynamics CRM 2011 ribbon, click on the Edit button, as highlighted in the following screenshot:
The dashboard editor screen will open, and your dashboard will be in the edit mode. By using the mouse...