Modify Dashboard properties in CRM 2015
November 9, 2014 5 Comments
In CRM 2011 you could create system and personal Dashboards. You could start from scratch using one of the predefined layout templates, or copy an existing one using “Save As”. Choose a name, give it a description and away you go.
If you changed your mind about the purpose of the dashboard you could simply open it back up and change the name of the dashboard, and you could click the “Properties” button on the Ribbon to change the description.
With CRM 2013 there was a big change – although you could change the name of a dashboard, there was no “Properties” button on the command bar to change the description, so if you got it wrong when you first created and saved it – tough, you could not go back and fix it later. And “Dashboard” is not an entity you can add to a Solution to work on the command bar RibbonXML using Ribbon Workbench, for example.
Despite reporting this as a suggestion that needed fixing by using the Connect site, nothing happened for the last year. The workaround of making a further copy of the dashboard and setting the correct properties is all very well, but could mean having to change the default dashboards for each module in the SIteMap, and for users to have to set a new default if they were using the existing one.
Anyone using CRM for Tablets could only use the “out of the box” Sales dashboard, but if you wanted to change this you could modify every aspect of it (including the display name) to use it for non-sales purposes but you still could not change the description.
What changes with CRM 2015?
First, simply but importantly we get a “Properties” button back.
So when you are editing a dashboard and click this button you get a dialog box that allows you to change the description for the Dashboard. The description is shown to users as an infotip if they hover on the name of a Dashboard in a list, so it is a good idea to get this right and make it useful to your users.
The dialog box appears a little too small at the moment, (but I expect this to be fixed since I have reported this at the Connect site for the CRM preview program here) but after a quick resize it looks like this:
Multiple dashboards for Tablet users in CRM 2015
Notice that this dialog box also has an extra checkbox labelled “Enable for Tablets”. This means that you can make additional system or personal Dashboards available to staff using the Tablet app. So rather than being stuck with the Sales Dashboard, they can use others as well to see different aspects of their data.
Web resources and IFrames are not displayed in Dashboards on the Tablet app, only lists and charts are shown. Also note that personal Dashboards that have been shared with the user are not available for them to select, so you probably need to create system Dashboards to replace these. You can control access to Dashboards using security roles (since CRM 2013) so you can afford to create more Dashboards but hide them from people who would not need them so that the list does not become too long for most of your users.