Create and edit dashboards

 

Applies To: Dynamics CRM 2015

There are two types of dashboards, user dashboards and system dashboards. Any user can create a dashboard visible only to them in their work area such as Sales, Service, or Marketing. An admin or customizer creates or customizes system dashboards that, when published, are visible to everyone in the organization. A user can choose to set their user dashboard as their default dashboard and override the system dashboard. This topic focuses on system dashboards.

For additional information on creating system or user dashboards, see Help & Training: Work with, create, or customize dashboards.

  1. Go to Settings > Customizations.

  2. Choose Customize the System > Components > Dashboards.

  3. Choose New, choose a layout, and then choose Create.

  4. In the Dashboard: New dialog box enter a name for the dashboard.

  5. Select one of the component areas and then select the icon for a chart or a list.

    You can have up to six components in the dashboard.

  6. For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.

  7. When you are finished adding components to your dashboard, select Save and then Publish.

  1. Go to Settings > Customizations..

  2. Choose Customize the System > Components > Dashboards.

  3. Open (double-click) a dashboard, select one of the component areas, and then choose Edit Component.

  4. In the Set Properties dialog box, make your changes. When you’re done, choose Set.

    For details on setting properties, see Set properties for a chart or list included in a dashboard.

  5. When you’ve completed your changes be sure to save them, and then publish them.

Additional system dashboards tasks you can perform include:

  • Remove a list or chart from a dashboard

  • Add a list or chart to a dashboard

  • Set the default dashboard

  • Use security roles to make a dashboard visible to just certain roles

To learn how to do these and other system dashboard tasks see “eBook: System Dashboards” at: Help & Training: Work with, create, or customize dashboards.

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