Microsoft Dynamics® CRM Training
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Thank you for viewing “System Dashboards.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in this lesson. For guidance please refer to the instructions in this email and the “System Dashboards” video.
Create your own System Dashboard that contains at least two components, including one Chart and one List. Make sure that you publish it as a System Dashboard.
A personal dashboard is for the person that created it while system dashboards will be visible and can be used by anyone in the system. Bear in mind, please, that while system dashboard components will be visible by everyone, the users who use them must have the proper permissions for the underlying data for them to work properly. So please give some thought what you are presenting to all of your users when you create these dashboards.
To start to create a system dashboard you need to make the CRM user you are logged in as has either the System Administrator or the System Customizer role, and then you can go to settings, then customization then customize the system.
Just like with personal dashboards, the entities should be configured first. Create the views that will support the dashboard component, and if you are creating visual components, create the charts that support what you want to show. You do this at the Entity section in Customizations.
Notice that after you are done working with the Entities, you should collapse that section, and then you find the Dashboards icon outside the Entities area. This is where you create and manage System Dashboards.All the following steps are identical to creating personal dashboards.