Monday, November 8, 2010

Create Dashborad in CRM 2011

Here is an example of Creating Dashboard in CRM 2011.
I created this example in CRM 2011- online

Step1:
Select Dashboard and press new...




















2.
Dashboard wizard appear and select the required layout.
CRM gives 6 types of layout but any way after select layout user can delete some cube inside











3.
Delete non required component from the layout.   
Select components types
The types can be:
1.       Chart
2.       IFRAME
3.       Grid, Select  record type (Contact, Account etc…),View types ( Active, InActive)
4.       Web Resource ( Like Silverlight XAP and more)


 















































4. Dashboard is ready, Select the new dashboard from the list to view the result






















6. Dashboard can be shared to Team, Users..
   Share dashboard is a very sample way. only open dialog , select the Team or users and submit.






























































Enjoy,
Rami Heleg.

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