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

Deleting a system dashboard

Deleting a system dashboard will remove it from the list of available system dashboards for all of the Dynamics CRM users in a system. In order to delete a system dashboard, the user will need the System Customizer or System Administrator security roles.

Getting ready

Deleting a System dashboard requires you to navigate to the Customization section in the Dynamics CRM 2011 Settings area.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. From the Customization section, click on the Customize the System link, as shown in the following screenshot:

  2. This will launch the solution editor dialog showing the Default Solution for Dynamics CRM 2011. Click on the Dashboards link located in the left-hand navigation section.

  3. A listing of the current system dashboards will be shown. Select a system dashboard and click on the Delete button in the toolbar. I suggest you create a test system dashboard to play with, rather than deleting a system dashboard...