Posts Tagged ‘dashboards’
Add a CRM Calendar to a dashboard
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.
Dynamics CRM 2011 Dashboards
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 »
Neil McDonald's Dynamics 365 Blog 