Tip #594: Handcrafting your dashboards

Void space on dashboard

Occasionally, dashboards in Dynamics CRM misbehave: The precise cause of misalignment is not clear, probably a rogue pixel miscalculation in the layout engine, manifesting itself when top right-hand corner listview is blank and the left one has multiple pages. Not all browsers are affected either – Edge turned out to be quite resilient, unlike IE, […]

Tip #558: O Mailbox Statistics, Where Art Thou?

Mailbox statistics are not useful on large deployments

Challenge Joel can be such a pain, he always keeps asking some questions no one seems to know the answer for. Like the other day: What are these sync cycle processing records that feed the server side sync performance dashboard? I don’t see them in the system job log. Is there any way to bulk […]

Tip #15: Auto refresh CRM dashboard

Some implementations manage fast-paced processes that bring fresh data to CRM every minute (for example, busy call center). Dashboards in these scenarios can be very useful, however they will age very quickly and potentially display obsolete information. While it is probably not an issue for the most end-users who drive CRM interface as part of […]

Tip #14: CRM Gustronomy – apply security roles to dashboards

System dashboards in CRM 2011 are visible to all users regardless of their roles and permissions. The only supported way to expose dashboard to a selective group of users is to create a personal dashboard and then share it. CRM 2013 added ability to apply security roles to the dashboards making it much easier to […]

Tip #9: Make the user record form a user adoption dashboard

By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the […]