Lists are valuable tools when viewing data. In Chapter 2, Interacting with Dashboards, we covered how users can search, sort, and filter data in a list. This recipe will show you how to add new list to a user dashboard.
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area.
Select the same personal dashboard we created in the first recipe (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 edit mode. In order to place a list into an existing placeholder spot, use the mouse, and click on the list icon located in the large bottom-right component placeholder, as highlighted in the following screenshot:
The Component Designer window will...