The previous recipe, Installing the free Dashboard Reports control, showed the reader how to install and test the CRM Dashboard Reporting control. This recipe will create a new User dashboard and add the reporting control while learning about the various features.
In order to complete this recipe, the user must have installed the Dashboard Reporting Control for Microsoft Dynamics CRM 2011 solution package as outlined in the previous recipe.
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area and click on the New button to create a new User dashboard:
The Select Dashboard Layout dialog will appear; select the 3-Column Overview Dashboard layout and click on the Create button, as shown in the following screenshot:
For the Name of the new dashboard, enter Sales Pipeline Dashboard and then click on the Save button:
Customize the first tab of the dashboard by changing...