2011 User's Guide Copyright

Edit a 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. 
   Double-click the dashboard that you want to edit.
   
6. 
   Add more components to your dashboard:
   

• 
  Charts
  

7. 
   In the Insert group, click Chart.
   
8. 
   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.
  

9. 
   Click OK.
   

• 
  The component is added at the end of other components. You can rearrange the components as needed.
  
• 
  You can add only system charts in a system dashboard. A user dashboard can contain both system charts and user charts.
  

• 
  Lists
  

10. 
    In the empty component area, and click the List button .
    
11. 
    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.
  

12. 
    Click OK.
    

• 
  IFrames
  

13. 
    In the Insert group, click IFrame.
    
14. 
    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.

15. 
    Click OK.
    

The component is added at the end of other components. You can rearrange the components as needed.

• 
  Web resources
  

16. 
    Click an empty component in which you want to insert a Web resource, and then in the Insert group, click Web Resource.
    
17. 
    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).
  

18. 
    Click OK.
    

The component is added at the end of other components. You can rearrange the components as needed.

19. 
    To change the dashboard properties, in the Action group, click Dashboard Properties. Type the name and description for the dashboard, and then click OK.
    
20. 
    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.
   

23. 
    Label. This is what displays on the chart component header.
    
24. 
    Display label on the Dashboard. Select this check box if you want the label to display on the chart component header.
    
25. 
    Entity. Click the entity for the chart.
    
26. 
    Default View. Click the view that will be used to retrieve the data for the chart.
    
27. 
    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.
   

28. 
    Entity. Entity for which you want to insert a list.
    
29. 
    Default View. View that is used to retrieve the data in the list.
    
30. 
    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.
    
31. 
    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.
    
32. 
    Display View Selection. Select this check box if you want to be able to select a different view for the list.
    

21. 
    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.
  

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