Microsoft Dynamics CRM e-book: Personal Dashboard for End Users

Hi,

Recently, I have requirement to conduct training for end users about Personal/User Dashboard, so I tried to create an e-book and I would like to share my thought, knowledge, and training material here.

Just in case in the future we have another training so that I hope this can be useful for you.

Overall, this e-book will help you to:

*As Trainer/Partner:
- Provide e-book for customers
- Use it as Training Material
- Improve knowledge

*As End Users:
- Learn how to create, customize, configure, and manage Personal Dashboard in Microsoft Dynamics CRM
- And not only Dashboard, but also how to Create New Personal View and New Personal Chart
- How to put and mix it together and build this into a meaningful Data Analytic Tool

This e-book is in full color and full visualization edition which I hope can help you to get the core essence.

And here we go..



Download source: Click Me!

Thank you for Microsoft and another blog references.

Thank you all!

Displaying Files or Documents List in Microsoft Dynamics CRM 2011/2013 Dashboard

As a consultant, we will face many clients with their various and unique requirements as well.

Now, they want to upload the files into CRM, then the Management can download the files after they log in to CRM. This circumstance, I’ve experienced before, when customer wants the Dealer after log in to the system can download the files uploaded by Marketing Team, for example, new pricing guide FY 2014, events list, promotion buy 1 get 1 gadget, membership upgrading, new model launching, and many more.

For example, every week or every month for each branch, they create Report using Excel, then they want the Management to see the periodic reports after log in to CRM on the one of the CRM Dashboards. They just go to the Dashboard, then double click and download the files. They don’t integrate CRM with SharePoint, so is that possible to let the users attach documents and download the documents as well? I found this requirement also in the forum.

So, as far as attachment is concerned, I always think to utilize Notes, but… Notes entity is too common and not too specific, and we cannot place Note to the Dashboard, I could not find in the View List that can be added to Dashboard as well. Well..you can still use IFrame. Okay, but I was considering to use Reports.

So, now, my choice…I was doing research to utilize Reports in this case.

So, here are my steps:

1. Create a new Category for Reports:

*For example: Weekly Report

You can refer to this link: 

http://www.powerobjects.com/blog/2012/07/25/adding-new-report-category-crm-2011-2/

This category is so important for grouping purposes and it makes your reports in manageable structure.

2. Create a new View for Reports:

Don’t’ forget to tidy your form, by editing the Filter Criteria

 and doing Configure Sorting

You can add Columns as well.

Save it and Publish it.

3. Go to the Reports, and Select the View (new View)

Then click “Of Current View”

This steps is purposely to get the View Link

With Format:

Weekly Reports <http://servername:port/orgname/main.aspx?etc=9100&extraqs=%3fpagemode%3diframe%26sitemappath%3dSFA%257cTools%257cnav_reports&pagetype=entitylist&viewid=%7bED57501E-1614-E411-944A-001CC4EECDD4%7d&viewtype=1039>

4. Then, just get the characters inside angle brackets <>

http://servername:port/orgname/main.aspx?etc=9100&extraqs=%3fpagemode%3diframe%26sitemappath%3dSFA%257cTools%257cnav_reports&pagetype=entitylist&viewid=%7bED57501E-1614-E411-944A-001CC4EECDD4%7d&viewtype=1039

This will be your IFrame URL

5. Go to Customization and Create a New Dashboard

Inset an IFrame Component:

Then set the URL and uncheck the checkbox in Security section

Increase the Height and Width as well to prettify your Dashboard..

Save it and Publish it

6. You also can use View List as well

*You will know the difference between using IFrame or View/List View

- For the IFrame, I give name ’Weekly Reports Dashboard’

- Then, for List, I give name ‘Reports Dashboard

Set Properties screen:

Click Set...

Save and Publish All Customizations.

7. Go to the Report and add the Reports

Don’t forget to set ‘Categories’ and ‘Display In’ based on your Criteria you’ve set for your View.

You also can attach or upload images, .PDF, .txt, and .rar as well.

8. Go to the Dashboard and see the result:

*Weekly Report Dashboard (IFrame)

*Reports Dashboard (List View)

9. Download the Reports

Now, let’s do testing the result for this user requirement’s solution

*Report Dashboard (List View)

When you do double click, it will Run the Report immediately.



So that, to download this Report, user should go to the View from Dashboard:



Then it will open the View



And by doing double click action on the file link it will automatically download the file



*Weekly Report Dashboard (IFrame)

Since it will directly open the view, then the user just needs to do double click:



10. You can upload files through the Reports and the other users can download the files.

This is what we can do if they want to upload and download reports or files or documents from CRM, especially, can access from Dashboard.

Want to See Service Calendar on CRM Dashboard?

In this post I would explain to place Service Calendar on CRM Dashboard using IFrame and this is the quick steps:

First of all, notice that the URL for Service Calendar is basically:

/sm/home_apptbook.aspx

1. First you go to Dashboard Setting for customization

2. Then insert the IFrame



or



3. Set the IFrame URL to the Service Calendar URL

For example:

https://crm.servername:5555/myorg/sm/home_apptbook.aspx

Uncheck the Restrict cross-frame ... check box



4. Just adjust the Height and Weight of your component:

5. Name it, Save it, and Publish All Customization

6. Test the result

7. Refresh the browser, and go to Dashboard anchor.

8. Here is the result:

 
Hope it helps!

Thank you!