Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Book Image

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Overview of this book

Microsoft Dynamics CRM 2011 offers you access to exciting new interactive and flexible Dashboards that contain any combination of Charts, Lists, iFrames and Silverlight components. These can be used to easily visualize your CRM data and provide you with a light BI interface, all of which this practical cookbook will enable you to utilize. At first glance, Dashboards and their myriad information can be overwhelming to users that are new to the Dynamics CRM 2011 interface. This book guides you through navigating and interacting with Dashboards in a simple and easy to follow manner, and builds on that experience to walk you through creating and sharing your own User Dashboards. "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù offers a range of practical recipes for mastering dashboard navigation, interaction, and building custom Dashboards in Dynamics CRM. You will immediately get to grips with essential tasks like changing Dashboard settings and sharing Dashboards with other members in the CRM team, as well as adding custom components like iFrames and Lists. Along the way you will also follow the creation of a simple HTML WebResouce that can be added to your Dashboard. By the end of "Microsoft Dynamics CRM 2011: Dashboards Cookbook"ù, you will be fully equipped to take advantage of the exciting new Dashboards features of Dynamics CRM 2011.
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011: Dashboards Cookbook
About the Author
About the Reviewers

Changing your default CRM 2011 Dashboard

The CRM Administrator(s) have the ability to set the system-wide default dashboard for all users—the dashboard which all users see when visiting the Dashboards section. However, in CRM 2011, users have the ability to override this default and select a different dashboard as their personal default.

Getting ready

Launch your Dynamics CRM 2011 application. The first time you access a new Dynamics CRM 2011 environment the default dashboard will probably be the Microsoft Dynamics CRM Overview dashboard.

How to do it...

Carry out the following steps:

  1. From the Workplace area in Dynamics CRM 2011, select the Dashboards link.

  2. The system default dashboard will be displayed. It is probably the Microsoft Dynamics CRM Overview dashboard. If not, don't worry, the procedure is the same.

  3. Select a different dashboard from the available list. In the following example, the Sales Activity Dashboard has been selected:

  4. As this is not currently the default dashboard, there is a button available in the CRM ribbon (toolbar) named Set As Default, as shown in the following screenshot:

  5. Click on the Set As Default button. If the current dashboard is already flagged as the default, then the Set As Default button will be disabled, as shown in the following screenshot:

  6. In order to test out the feature, click on the Activities section link located just beneath the Dashboards link in the Workplace area. Then, click again on the Dashboards link and you should be taken to your new default dashboard.

How it works...

Personalization settings, such as the default dashboard, are stored at the user level for Dynamics CRM 2011. The user's personalization settings override the system default settings. This applies to dashboards as well. If a user removes their personal dashboard, the system default will take effect again.

There's more...

Why doesn't the Dashboards link go back to my default dashboard? You may have noticed that when you navigate away from the dashboard (say into the Sales section) and then return, Dynamics CRM may not show your default dashboard, but rather goes to the last visited dashboard.

This is not a bug. CRM 2011 tries to remember your recent visits, including views and dashboards. Therefore, the default dashboard might not always be shown during your CRM session. However, if you close your browser and start a new session with Dynamics CRM 2011, the default dashboard will be shown again.