2011 User's Guide Copyright

Make a copy of an existing 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

To use an existing system dashboard as a base for another dashboard, make a copy of the existing dashboard.

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. 
   Select the dashboard that you want to copy. On the Actions toolbar, click Save As.
   
6. 
   In the Dashboard Properties dialog box, type a name and a description for the copied dashboard, and then click OK.
   

Make a copy of an existing user or system 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

To use an existing user dashboard or an existing system dashboard as a base to create another dashboard, make a copy of the existing dashboard. You can save a system dashboard as a user dashboard and assign or share it with users or teams in your organization.

Note

A system dashboard that contains an IFrame with the Restrict cross-frame scripting check box cleared cannot be saved as a user dashboard.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, select the system or user dashboard that you want to copy as a new dashboard. In the Dashboard Management group, click Save As.
   
3. 
   In the Dashboard Properties dialog box, type a name and a description for the dashboard, and then click OK.
   

Related Topics

Make a dashboard the default dashboard for the organization

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

You can make a dashboard the default dashboard. This makes it available to the organization each time users navigate to the Dashboards area.

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. 
   Select the dashboard that you want to set as the default. On the Actions toolbar, click Set As Default.
   

The selected dashboard becomes the default system dashboard. A user in the organization sees the default system dashboard whenever navigating to the Dashboards area unless that user sets a different default dashboard. A user setting a different default dashboard sees a different dashboard in place of the default system dashboard set with this task.

Related Topics

Make a dashboard your default 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 make a dashboard your default dashboard. Then, you will see this dashboard each time you navigate to the Dashboards area.

1. 
   In the Navigation Pane, click Workplace. Then, under My Work, click Dashboards.
   
2. 
   In the Dashboard list, select the dashboard that you want to set as the default. Then, in the Dashboard Management group, click Set As Default.
   

If you delete your default dashboard, the next time you navigate to the Dashboards area, you will see the default system dashboard.

Related Topics

Manage System Charts

Microsoft Dynamics CRM associates charts with record types. It generates charts using the data in the list of records for any record type. For example, if you create a chart from the list of account records, the Chart Designer shows you only the fields for the Account record type. Multiple charts can be created for a record type. But, you can see only one chart at a time for a record type.

Because charts are created in the context of a list of records, changing the view of a list also changes the chart. Filtering a list of records changes the chart to show the filtered data. Similarly, drilling down in a chart updates the list of records to show the new data.

Creating charts in Microsoft Dynamics CRM

Microsoft Dynamics CRM supports two types of charts.

• 
  System Charts. These are available to all users in the organization.
  
• 
  User Charts. These are available to those with whom a chart has been shared or assigned. Sharing can be by users or by teams.
  

The Chart Designer in Microsoft Dynamics CRM helps you create the following different form of charts:

• 
  Column
  
• 
  Bar
  
• 
  Line
  
• 
  Pie
  
• 
  Funnel
  

The Chart Designer supports creating only single-series charts. To create multi-series charts or comparison charts, use Microsoft Dynamics CRM SDK.

To change a chart or create a new chart from another chart, export an existing chart, change the chart's definition file, and then import the changed definition file back to Microsoft Dynamics CRM. More information: View Data using Charts (Microsoft Dynamics CRM SDK) http://go.microsoft.com/fwlink/?LinkId=191610.

Can I do this task?

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: Chart Permissions

System charts are organization-owned charts and cannot be assigned or shared.

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities.
   
5. 
   Expand the name of the entity for which you want to create or edit a chart, and then click Charts.
   
6. 
   To create a chart, on the Actions toolbar, click New.
   

7. 
   In Record Type View, select a view that you want to use for the chart.
   

8. 
   Format the chart.
   
9. 
   The purpose of this step is to specify the type of chart, and how the data is displayed in the chart.
   
10. 
    Specify which data to display on each axis:
    

• 
  In Legend Entries (Series), select the field to use for the X axis, and the label that is displayed on the chart for the field.
  
• 
  In Aggregate, select the option by which you want to group the field you selected in Legend Entries (Series).
  

For numeric fields, you can select any aggregate options. For non-numeric fields, Count: All is selected by default and you cannot change it.

• 
  In Category, select the field to use for the Y axis and the label that is displayed on the chart for the field.
  
• 
  For fields that are of datetime type, select the option by which you want to group the field you selected in Category.
  

11. 
    In the Charts group, click one of the following to set the type of chart to display:
    

• 
  Bar
  
• 
  Column
  
• 
  Line
  
• 
  Pie
  
• 
  Funnel
  

12. 
    If you want to specify a different name for the chart, click the chart name to edit it.
    
13. 
    Type a meaningful description for the chart. The description is useful to identify the purpose of the chart.
    
14. 
    Click Save.
    

You can create and attach charts to only those record types in Microsoft Dynamics CRM that support the new ribbon interface in the Web application. This is because all of the chart controls are only present in the ribbon interface of Microsoft Dynamics CRM. For more information, see Charts (Visualizations) for Microsoft Dynamics CRM in the Microsoft Dynamics CRM Software Development Kit (see Microsoft Dynamics CRM Software Development Kit - http://go.microsoft.com/fwlink/?LinkId=97596).