Using dashboards

Dashboards in Microsoft Dynamics CRM provide an overview of business data. Act on information that is spread across the organization from one place.

Create dashboard components that help you to dig out and analyze important data.

Types of dashboards

You can create two types of dashboard in Microsoft Dynamics CRM:

• User dashboards. An individual user owns a user dashboard. It can be assigned to other users or teams. A user dashboard can be set as the default dashboard for individual users. User dashboards override system dashboards.
• System dashboards. A system dashboard is available to all users in the organization. It can be set as a default dashboard for the organization, but could be overridden by a user dashboard. Importing, exporting, or uninstalling a solution applies, the relevant actions on the dashboards.

Dashboards components

Create new dashboards based on the default layouts in the dashboard designer.

• Charts. A system (organization-owned) dashboard only contains system charts. A user dashboard can contain system charts and user charts. More information: Understanding Charts, Work with Charts, Work with System Charts
• Lists. A system dashboard only contain lists that use public views to retrieve the data. A user dashboard can contain a list that uses public views and saved views. More information: Create and Configure Views, Work with saved views.
• IFrames. A system dashboard restricts or allows cross-frame scripting for an iFrame. A user dashboard restricts cross-frame scripting for all iFrames. More information: Add or edit an IFrame.
• Web Resources. Add the HTML, Silverlight (.xap), and images (.jpeg or .jpg, .png, and .gif) Web resources. If possible, when adding an image to a Web resource enter a descriptive Name and Alternative Text. This makes the image more accessible to users. More information: Microsoft Dynamics CRM Software Development Kit.