Analyze data with dashboards

 

Applies To: Dynamics CRM 2016, Dynamics CRM Online

The dashboard entities in Microsoft Dynamics CRM enable you to present data from various charts, grids, IFRAMES, or web resources simultaneously. Dashboards allow you to compare and analyze various pieces of customer information, and give you data snapshots.

In Microsoft Dynamics CRM, there are two types of dashboards: organization-owned dashboards and user-owned dashboards.

  • Organization-owned dashboard. An organization-owned dashboard is represented by the SystemForm entity, and can’t be assigned or shared. These dashboards are solution-aware entities in CRM. When you perform an update operation on this entity, you must publish the changes for the updates to be available across the organization. When you publish customizations using the PublishAllXmlRequest message, the newly-created organization-owned dashboards are also published and become available across the organization. Alternatively, you can publish the changes done to a specific dashboard by using the PublishXmlRequest message, and specifying the dashboard ID as the parameter in the request message.

  • User-owned dashboard. A user-owned dashboard is represented by the UserForm entity, can be assigned and shared with other users, and can be viewed by other users depending on the dashboard’s access privileges.

System_CAPS_noteNote

You can’t programmatically create or manage the new interactive dashboards introduced in CRM 2016. For information about working with interactive dashboards using the web client, see TechNet: Configure interactive experience dashboards.

Microsoft Dynamics CRM 2016 and CRM Online

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