Ana səhifə

2011 User's Guide Copyright


Yüklə 3.76 Mb.
səhifə171/177
tarix18.07.2016
ölçüsü3.76 Mb.
1   ...   167   168   169   170   171   172   173   174   ...   177

Edit ribbons


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

You can customize the application ribbons in Microsoft Dynamics CRM to define custom actions which, when layered over any existing ribbon definitions, will change the ribbons. Export the ribbons as part of an unmanaged solution and then add XML that defines the changes you want to apply. The Microsoft Dynamics CRM SDK has reference information for editing the ribbon XML. More information: Microsoft Dynamics CRM SDK http://go.microsoft.com/fwlink/?LinkId=191610.

View or Download Developer Resources


This page is designed for developers who want to link to the Microsoft Dynamics CRM SDK, developer tools, or want to know the service endpoint URLs.

Organization Unique Name

You need the unique name for your organization when interacting with the Discovery Service.



Windows Azure AppFabric Issuer Certificate

This is the public certificate that is required to configure Windows Azure AppFabric ACS for Microsoft Dynamics CRM integration.



Developer Center

The Microsoft Dynamics CRM Developer Center on MSDN contains a wealth of information to help developers. Here you will find the SDK, which includes documentation, samples, and tools, as well as technical articles, ramp-up kits, videos, blogs, forums, and more. For more information on using each item on this page, see the article "Using the Developer Resources Page" in the SDK documentation.



Discovery Service

This is a Web service that provides information about the organizations that are available on the Microsoft Dynamics CRM server using the SOAP protocol. This information includes the URL for each organization.



Organization Service

This is a Web service that provides access to the business data and metadata for your organization using the SOAP protocol.



Organization Data Service

An Open Data (OData protocol) Web service that provides access to the business data for your organization using a RESTful API. This link opens the Conceptual Schema Definition Language (CSDL) document, which describes how to access your data using this API.


Managing System Dashboards

Using dashboards


Dashboards in Microsoft Dynamics CRM provide an overview of business data. Act on information that is spread across the organization from one place.

Create dashboard components that help you to dig out and analyze important data.


Types of dashboards


You can create two types of dashboard in Microsoft Dynamics CRM:

  • User dashboards. An individual user owns a user dashboard. It can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users. User dashboards override system dashboards.

  • System dashboards. A system dashboard is available to all users in the organization. It can be set as a default dashboard for the organization, but could be overridden by a user dashboard. Importing, exporting, or uninstalling a solution applies, the relevant actions on the dashboards.



Dashboards components


Create new dashboards based on the default layouts in the dashboard designer.

  • Charts. A system (organization-owned) dashboard only contains system charts. A user dashboard can contain system charts and user charts. More information: Understanding Charts (on page 135), Work with Charts ./help/ui_viz_work_with_charts.htm, Work with System Charts

  • Lists. A system dashboard only contain lists that use public views to retrieve the data. A user dashboard can contain a list that uses public views and saved views. More information: Create and Configure Views, Work with saved views.

  • IFrames. A system dashboard restricts or allows cross-frame scripting for an iFrame. A user dashboard restricts cross-frame scripting for all iFrames. More information: Add or edit an IFrame.

  • Web Resources. Add the HTML, Silverlight (.xap), and images (.jpeg or .jpg, .png, and .gif) Web resources. More information: Microsoft Dynamics CRM Software Development Kit http://go.microsoft.com/fwlink/?LinkId=191610.



Can I do this task?


This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions

Can I do this task?--System Dashboard


This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Dashboard Permissions

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Dashboard Permissions


  1. In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.

  2. In the Dashboard Management group, click New.

Dashboard Layouts opens.

  1. Select a layout as a starting point to design your dashboard.

Dashboard layouts are comprised of one or more tabs. A tab can be expanded or collapsed. Each tab can contain one or more sections.

Note

All the default layouts, except the 4-Column Overview Dashboard layout and the 3-Column Overview Dashboard layout, have a single tab and a single section. You cannot add or delete a tab or a section in a dashboard by using the Dashboard designer. If you want to have multiple tabs or sections in your dashboard, export the dashboard, customize it, and import it back into Microsoft Dynamics CRM. For more information, see Microsoft Dynamics CRM Software Development Kit documentation.

Select one of the six default layouts in order to create your dashboard:


  • 3-Column Regular Dashboard. This has one tab and one section. This layout can accommodate components across three columns.

  • 3-Column Multi-Focused Dashboard. This has one tab and one section. This layout can accommodate components across three columns. Use this layout to draw focus on specific components.

  • 4-Column Overview Dashboard. This has two tabs and two sections. You can expand or collapse each of the tabs in the dashboard. This layout can accommodate components across four columns. In this layout, the section in the bottom row spans across four columns, allowing this column to be used to insert a list of records that has several columns (fields), or to insert a horizontal chart.

  • 2-Column Regular Dashboard. This has one tab and one section. This layout can accommodate components across two columns.

  • 3-Column Overview Dashboard. This has two tabs and two sections. You can expand or collapse each of the tabs in the dashboard. This layout can accommodate components across three columns. In this layout, the column in the bottom row spans across three columns, allowing this column to be used to insert a list of records that has several columns (fields), or to insert a horizontal chart.

  • 3-Column Focused Dashboard. This has one tab and one section. It accommodates components across three columns.

Note

  • By default for any layout, you can only add up to six components. This limit can be changed.

  • In any layout, you can increase or decrease the height or width of a component only up to a limit:

  • You can decrease the width of a component to a minimum of one column.

  • You can decrease the height of a component to a minimum of six rows.

  • You can increase the width of a component to the number of columns in that layout. For example, if you are using the 3-Column Regular Dashboard, you can increase the width of a component up to three columns (by two more columns).

  • You can increase the height of a component to a maximum of 250 rows.

The right pane shows the appearance of the new dashboard based on the layout selected in the left pane.

  1. Click Create.

The dashboard designer opens with empty columns based on your layout selection.

  1. In the Name box, type a descriptive and useful name for your dashboard.

  2. Add different components that you want to be displayed on your dashboard:

  • Chart

  1. In the Insert group, click Chart.

- OR -

In an empty component area, click the Chart button .



  1. In the Component Designer dialog box, specify the following information:

  • Record Type. Click the record type to use for the chart that you want to add to the dashboard.

  • View. Click the view to use for the data in the chart. The View drop-down box has the associated views for the chosen record type.

  • Chart. Click the type of chart that you want to insert. The Chart drop-down box has the associated charts for the chosen record type.

The chart preview changes based on your choice of the record type, view, and chart.

  1. Click OK.

Note

You can add only system charts in a system dashboard. A user dashboard can contain system charts and user charts.



  • List

  1. In the Insert group, click List.

- OR -

In the empty component area, and click the List button .



  1. In the Component Designer dialog box, specify the following information:

  • Record Type. Click the record type for the list that you want to add to the dashboard.

  • View. Click a view to use for the data for the list. Only views that are associated to the selected record type are in the View drop-down box.

  1. Click OK.

  • IFrame

  1. In the Insert group, click IFrame.

- OR -

In the empty component area, click the IFrame button .



  1. In Add an IFRAME, enter the following information:

  • Name. Type a unique name for the IFrame. The name can only contain alphanumeric characters and the underscore character.

  • URL. Type the full URL for the IFrame. You may select the check box. More information: Passing Parameters to an IFRAME (Microsoft Dynamics CRM SDK) (see Passing IFRAME parameters (Microsoft Dynamics CRM SDK) - http://go.microsoft.com/fwlink/?LinkId=201317)

  • Label. Specify a label for the IFrame.

To display this label on the form, select the Display label on the form check box.

  • Visibility. Select the Visible by default check box if you want the IFrame to be visible in the Web application and the Microsoft Dynamics CRM for Outlook reading pane.

Caution

Applications can interact with each other through an IFrame. The Restrict cross-frame scripting check box is selected by default for security purposes. When the check box is selected, it blocks running scripts in the IFrame.

More information: Add or edit a form IFRAME.

Note

If you are using Microsoft Dynamics CRM 4.0 for Outlook, some URLs added by using an IFrame may show script errors during dashboard loading. These script errors may also obstruct the charts from loading. However in Microsoft Dynamics CRM 2011 for Outlook, you can limit the script errors by selecting the Restrict cross-frame scripting check box.



  1. Click OK.

  • Web resource

  1. In the Insert group, click Web Resource.

- OR -

In the empty component area, click the Web Resource button .



  1. In Add Web Resource, specify the following information:

  • Web Resource. Click the Lookup button , and then in the Look Up Record dialog box, select the Web resource that you want to add to the dashboard, and then click OK.

Note

In a dashboard, you can only add Web resources of the following types: HTML, Silverlight, PNG, GIF, JPEG, ICO.



  • Name. Type a unique name for the Web resource. The name can only contain alphanumeric characters and the underscore character.

  • Label. Type a label for the Web resource. To display this label on the form, select the Display label on the form check box.

  • Visibility. Select the Visible by default check box if you want the Web resource to be visible in the Web application and the Microsoft Dynamics CRM for Outlook reading pane.

  • If you want to provide the target application with information about the context of the Web resource, select the Pass record object-type code and unique identifier as parameters check box. More information: Passing Parameters to an IFRAME (Microsoft Dynamics CRM SDK) (see Passing IFRAME parameters (Microsoft Dynamics CRM SDK) - http://go.microsoft.com/fwlink/?LinkId=201317).

For more information about adding a Web resource, see Add or edit a form Web resource.

  1. Click OK.

  2. To change the dashboard properties, in the Action group, click Dashboard Properties. Type the name and description for the dashboard, and then click OK.

  3. To make changes to a component that you have added to the dashboard designer, select the component, and in the Action group, click Edit Component. Verify the details or make changes, as required.

For an IFrame, see information about editing an IFrame.

For a web resource, see information about editing a web resource.

For a chart or list component, Sub-Grid Properties opens.

For more information about editing a chart or list component, click:



  • Edit a chart component.

Verify or change the details, as required:

  1. Name. This is the name of the chart.

  1. Label. This is what displays on the chart component header.

  2. Display label on the Dashboard. Select this check box if you want the label to display on the chart component header.

  3. Entity. Click the entity for the chart.

  4. Default View. Click the view that will be used to retrieve the data for the chart.

  5. Display Chart Selection. Select this check box if you want the option to select different charts from the dashboard.

  • Edit a list component.

Verify or change the information:

  1. Name. Name of the chart.

  1. Entity. Entity for which you want to insert a list.

  2. Default View. View that is used to retrieve the data in the list.

  3. Display Search Box. Select this check box if you want a search box to be available with the list. This lets you search for records in the list.

  4. Display Index. Select this check box if you want the alphabetical index to be available with the list. This lets you jump to records starting with a particular letter or number.

  5. Display View Selection. Select this check box if you want to be able to select a different view for the list.

  1. Click Save.

Tips

  • While designing the dashboard, you can rearrange the components that you have already added. Click the component header and drag it to an empty area on the dashboard or to the area of an existing component. When you drag a component over other components, a red line appears on top of the components to show that if you drop the component here, the existing component will move down.

  • To undo the last action, in the Action group, click Undo. To repeat an action, in the Action group, click Redo.

  • To change the width of a component, first select the component. In the Layout group, click Increase Width or Decrease Width. When you click Increase Width or Decrease Width, the width increases or decreases by one column.

  • To change the height of a component, first select the component. In the Layout group, click Increase Height or Decrease Height. When you click Increase Height or Decrease Height, the height increases or decreases by three rows.

Note

  • To remove a component from the dashboard designer, in the Action group, click Remove. When you remove a component, you cannot add a new component in the same place. A new component is added in the bottom area of the designer. You can rearrange the components at any time after you insert it.

  • By default, you can add only six components to any dashboard layout. This limit is configurable. For more information, contact your system administrator.

Related Topics



1   ...   167   168   169   170   171   172   173   174   ...   177


Verilənlər bazası müəlliflik hüququ ilə müdafiə olunur ©atelim.com 2016
rəhbərliyinə müraciət