Neil McDonald's Dynamics 365 Blog

Posts Tagged ‘dashboards

Add a CRM Calendar to a dashboard

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Dashboards in Dynamics CRM 2011 are a great way to visualize data. Did you know that they can also be used to view pretty much any other web content?

I’ve recently had a requirement to add the CRM Calendar to a dashboard. I could have simply added a list of appointment activities to the dashboard, but the actual calendar control looks a lot nicer.

To do this, first we need to get the URL of the Calendar page. Load up the IE developer tools (F12 in IE9) and start a profiler. Now navigate to the calendar in CRM and click on ‘Month’, ‘Week’ and ‘Day’ (we want the URL for each page).


Stop the profiler and take a look at the results


As you can see, we’ve got the URLs of the 3 calendar views needed for the dashboard. The URL seems to contain a parameter for the current date in ISO8601 format (YYYY-MM-DDThh:mm:ss). We’ll have to deal with that inside of our web resource.

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Written by neilmcd

May 10, 2011 at 4:00 pm

Posted in CRM 2011

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Dynamics CRM 2011 Dashboards

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The new real-time dashboards in Microsoft Dynamics CRM 2011, finally brings Dynamics CRM reporting in line with the competition.

Dashboards are likely to be the new favourite feature among business and sales users who enjoy looking at pretty charts with lines pointing the right way. More importantly, they offer a powerful way to view and analyse business performance based on real-time statistics. Read the rest of this entry »

Written by neilmcd

Sep 13, 2010 at 4:16 pm

Posted in CRM 2011

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