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Changes and improvements to dashboards

Changes and improvements to dashboards

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Applies to: Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 (on-premises)

You’ve probably noticed that the new user interface has led to some changes and improvements to dashboards. Now, the core modules for Sales, Service, and Marketing can have their own dashboards, which are tailored for the needs of the role. For example, when salespeople sign in, the first thing they see is a dashboard with charts highlighting important details for their job, such as their open opportunities and the status of deals in the sales pipeline.

 

 

Service reps can see the status of open service cases, and marketers can quickly check in on the status of their latest marketing campaign. The goal is for dashboards to become a true “home” for each role, with relevant data presented quickly and clearly so that users can take the right actions at the right time to do their jobs successfully.

In CRM 2011, users could set any dashboard as their default by clicking Set as default at the top of the screen. This functionality is still available in CRM 2013 for the core module set as the default that all users see when they first sign in. (Users who want to see a different core module can switch to it by clicking or tapping the Microsoft logo on the navigation bar, and then clicking or tapping the tile for the module they want.) Users can no longer set a default dashboard if they are using CRM for Outlook with CRM 2013.

 

 

The default core module is based on a user’s role, and can be changed by the user in the personal options dialog:

 

So that admins and customizers can control which of these role-based dashboards is set as the default, there is a new optional property in the SubArea node called DefaultDashboard, which represents the GUID of the default dashboard for each core module. Admins and customizers can set the default dashboard for each core module by changing the value of this GUID in the SiteMap XML. For more information, see the Dashboards section of the CRM 2013 SDK.

Here’s a sample of sub-area node with a default dashboard.

<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" DescriptionResourceId="Dashboards_Description" Icon="/_imgs/area/18_home.gif" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" DefaultDashboard="2701de60-8f2a-48a4-8262-4a35ca7441fa"/>

To learn how to customize the SiteMap XML, see Change Application Navigation Using the SiteMap in the CRM 2013 SDK.

In CRM 2011, the system has user default and system default dashboards, and now with CRM 2013 we have added default dashboards per core module. For clear understanding of how to use each one, here’s the precedence in descending order:

  1. User default (only applies to the for default core module)
  2. Module default
  3. System default

We hope these changes and improvements make your dashboard experience richer!


Garima Jain
Microsoft Dynamics CRM

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