Microsoft Dynamics® CRM Training
Editing a System Dashboard
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Editing a System Dashboard
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, Dashboards allow Users to view business data through charts, graphs, and lists.
In this tutorial, we will edit a System Dashboard, which is available to Users with any of the default Security Roles. We will then set it as the default Dashboard.
This task requires a Security Role of System Administrator or System Customizer, or equivalent privileges.
We begin by navigating to Settings > Customization > Customizations, and then clicking Customize the System.
The Solution: Default Solution window opens. Navigate to Components > Dashboards. We now see a list of our System Dashboards. Let’s open the one titled “Marketing Dashboard” so we can edit it.
The Dashboard form opens. We see that this Dashboard displays four charts and two lists. Let’s make a few changes.
First, let’s say that we want to change the Chart, “Campaign Budget vs. Actual Costs”. Currently, the Chart is displaying data by fiscal quarters. Let’s say that we want it to display cost per month. Click the blue heading of the Chart, and then click Edit Component in the ribbon.
The List or Chart Properties dialog opens. As you can see, we can change the Name, the Data Source, among other things. At the bottom of the dialog, under Chart Options, select “Campaign Budget vs. Actual Costs (by Month)”. Now, click the OK button, thus closing the dialog.
The Chart refreshes and the x-axis now displays data by month.
Let’s say that we have no need for the pie Chart and want to remove it. Click the blue heading of the Chart so that it is surrounded by a thin blue line, and then click Remove in the ribbon. The Dashboard refreshes and the pie Chart is now removed.
Now that there are only three Charts, there is a empty space next to the bottom Chart. Let’s make it wider to eliminate this empty space. Select the lower Chart and click Increase Width in the ribbon. The Chart extends, but not all the way. Click Increase Width once more to fill the rest of the space.
We’ve now edited the Dashboard and are happy with the results. Let’s see what it looks like in the Workplace module. Click Save and Close in the ribbon, thus closing the form.
Before navigating to the Workplace module, let’s set “Marketing Dashboard” as the default Dashboard. Select it, and then click Set As Default in the toolbar. “Marketing Dashboard” should now include “(Default)”in the Type column. Now, click Publish in the toolbar.
Once the change has been published, we can close the Solution: Default Solution window, and then navigate to Workplace > My Work > Dashboards. We now see our newly edited System Dashboard.
Thanks for watching.