1. Setting a Default Dashboard
Now that you are able to create and modify dashboards, you will
probably find that you are using one particular dashboard more often
than others. You might find it inconvenient to continually change the
dashboard to your favorite each time you return to the dashboard
screen. Microsoft Dynamics CRM allows you to set up a default
dashboard to provide a convenient way to access your most heavily used
dashboard.
In this exercise, you will set a default dashboard in Microsoft
Dynamics CRM.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Workplace area, click
Dashboards.
-
In the view selector, select My
Dashboard.
The dashboard created in the earlier exercise
appears.
-
In the Dashboard
Management group on the ribbon, select the Set As Default button.
The My Dashboard dashboard is now set as the default.
-
In the Workplace area, click
Activities
-
In the Workplace area, click
Dashboards.
My Dashboard now appears as the default dashboard.
2. Sharing a Dashboard
As with
charts, it’s likely that your dashboards will also be useful to your
colleagues. You can share a dashboard with other users in Microsoft
Dynamics CRM.
In this exercise, you will share a custom dashboard with another
Microsoft Dynamics CRM user.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise.
-
In the Workplace area, click
Dashboards.
The dashboard view appears.
-
In the view selector, select My
Dashboard, if necessary.
-
In the Action group on the ribbon, click Share Dashboard.
The Who Would You Like To Share The Selected User
Dashboard With? dialog box appears.
-
Click Add User/Team.
The Look Up Records dialog box appears.
-
In the Look Up
Records dialog box, select a colleague to share the
dashboard with, click the Add
button, and then click OK.
-
Click OK to exit the previous
dialog box.
Your dashboard is now shared with the selected colleague and
will appear in his or her dashboard list.
