2011 User's Guide Copyright

Assign a user dashboard

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

You can assign any user dashboard to other users or teams in your organization.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboards drop-down box, select the dashboard that you want to assign. In the Action group, click Assign.
   
3. 
   On Assign User Dashboard, click one of the options:
   

• 
  Assign to me.
  

• 
  Assign to another user or team:
  

1. 
   Click the Lookup button .
   
2. 
   In the Look Up Record dialog box, in the Look for list, click User or Team.
   
3. 
   In the Search box, type a part of a user name or a team name, and then, click the Find button .
   
4. 
   Select the user or team name, and then click OK.
   

4. 
   Click OK.
   

Related Topics

Create a 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

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, click Dashboards.
   
5. 
   On the Actions toolbar, click New.
   

6. 
   Select a layout as a starting point to design your dashboard.
   

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.
  

• 
  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.
  

7. 
   Click Create.
   

8. 
   In the Name box, type a descriptive and useful name for your dashboard.
   
9. 
   Add different components that you want to be displayed on your dashboard:
   

• 
  Chart
  

1. 
   In the Insert group, click Chart.
   

In an empty component area, click the Chart button .

2. 
   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.
  

3. 
   Click OK.
   

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.
   

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

2. 
   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.
  

3. 
   Click OK.
   

• 
  IFrame
  

1. 
   In the Insert group, click IFrame.
   

In the empty component area, click the IFrame button .

2. 
   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.
  

• 
  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.
  

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.

3. 
   Click OK.
   

• 
  Web resource
  

1. 
   In the Insert group, click Web Resource.
   

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

2. 
   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.
  

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).
  

3. 
   Click OK.
   

10. 
    To change the dashboard properties, in the Action group, click Dashboard Properties. Type the name and description for the dashboard, and then click OK.
    
11. 
    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 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.
  

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

13. 
    Label. This is what displays on the chart component header.
    
14. 
    Display label on the Dashboard. Select this check box if you want the label to display on the chart component header.
    
15. 
    Entity. Click the entity for the chart.
    
16. 
    Default View. Click the view that will be used to retrieve the data for the chart.
    
17. 
    Display Chart Selection. Select this check box if you want the option to select different charts from the dashboard.
    

• 
  Edit a list component.
  

1. 
   Name. Name of the chart.
   

18. 
    Entity. Entity for which you want to insert a list.
    
19. 
    Default View. View that is used to retrieve the data in the list.
    
20. 
    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.
    
21. 
    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.
    
22. 
    Display View Selection. Select this check box if you want to be able to select a different view for the list.
    

12. 
    Click Save.
    

• 
  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.
  

• 
  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.