In Chapter 3, Creating a Dashboard, readers were introduced to the six different dashboard layouts that are provided using the Dynamics CRM dashboard editor. This recipe will show the reader how to quickly create a custom layout that includes three tab sections.
This recipe will create a new dashboard and export a solution package. Please refer to the previous recipe Exporting a dashboard from Dynamics CRM for detailed information on how to export the solution package.
Carry out the following steps in order to complete this recipe:
Navigate to the Solutions section in the Settings area. Create a new solution package with the following values and then save the solution package.
Field
Value
Notes
Display Name
CRM Organization Overview Dashboard
Name
CRMOrganizationOverviewDashboard
This value will be generated from the Display Name field.
Publisher
Default Publisher for orgebeb7
There will be at least...