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Johnz Blog - The MscrmGuy

Microsoft Dynamics CRM
Dashboards Part 2 - Level 300

A few weeks ago I posted an entry with a step-by-step guide for creating a Sharepoint Dashboard report. Well that's pretty cool, but soon after that during a demo a customer asked me" What makes you think that everyone in the organization would want to see the same dashboard?" to which I had no good answer! So when someone on our internal CRM mailing list asked the same question  a few days later I figured I should look into this, and here is a solution for showing different dashboards to different users.

http://www.mscrmguy.com/hols/userdashboards/dashboards.htm

As always, this project was done as a POC and under a limited time budget, suggestions and ideas are ALWAYS welcome!

Posted: Wednesday, February 22, 2006 8:32 AM by jstraumann

Comments

BradC said:

Great article!

One weird question: what does HOL stand for??
# February 22, 2006 11:01 AM

BradC said:

Ah, found it. "Hands-on Lab".
# February 22, 2006 4:32 PM

KjellSJ said:

Why not just let the users personalize the web part page using the standard SharePoint 'Modify Shared/My Page' menu ? Afterall, they will have to make their own personal page before entering the URL to the personal page.
# March 5, 2006 7:46 AM

jstraumann said:

Hey:

The users can build thier dashboard any way they want to, whatever is easiest. Then they can just link to that dashboard using the form from the example.

John.
# March 9, 2006 7:30 PM

KjellSJ said:

My point about using the standard, built-in personalization mechanism of SharePoint was that you would not need an extra table and web-page for registering a separate "personal" dashboard URL. Adding the shared SharePoint dashboard (team-site/area) should be sufficient, as SharePoint readily detects the identity of the user and then displays a personalized view of the team-site/area. The users will of course need to be SharePoint users with this solution.
# March 10, 2006 11:46 AM

jstraumann said:

Hey that's interesting and a feature I wasn't aware of!

John.
# March 10, 2006 1:18 PM
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