Public and Shared Dashboards in Microsoft Dynamics CRM 2011

Zhen Yuwang, 08 April 2012

One of the most eye-catching features, included by Microsoft Dynamics CRM 2011 is visualization dashboard. This week, I have a request to customize dashboards for our sales team. They want two kinds of dashboards, one for Account Executive and another for Sale Manager.

For the Account Executive one, it only needs to show the current user’s date. So I create a public view in an entity, for example, in Invoice.

Edit Filter Criteria looks like this, so that this view only shows Active and Paid Invoices owned by current users in this year:

Then I create a public column bar chart with Total Amount in Legend Entries (Series) and Create On in Horizontal (Category) Axis Labels.

After create several other views and charts, I insert a chart into a public dashboard like this.

Finally, users can see their invoices in different time period views with days or months horizontal axis charts.

Now, let’s check Sale Manager’s dashboard. Because only he could see those users with “Account Executive” security role, we need a personal dashboard and shared with him.

First of all, I create a personal view with a slightly different filter criterion. This view will only show non-disqualified leads, which owned by users with “Account Executive” and “Sale Manager” security roles. Share this view to our Sale Manager.

Next, a personal pie chart with Lead in Series and Owner in Category is created. Share it to him as well.

In the end, put views and charts into a personal dashboard and don’t forget to share dashboard. Only Sale Manager could see the image blow in his dashboard with leads owner information in sales team.