You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics […]
Back in my first TOTD post, I sung the benefits of Organization Insights. It is truly the administrator’s best friend. But what if a non-administrator wants in on the action? It turns out that, by default, the only two Security Roles that can see the Organization Insights dashboard are the System Administrator and System Customizer […]
Derik is back, rested and all. I think. In any case, it’s Friday and it’s video. In this weeks video we show you how to surface data coming from Microsoft Social Engagement into a Dynamics CRM instance. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
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, […]
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 […]
Another gem from Scott Sewell: If you edit the FetchXML query of a view, you can change the view query to an outer join, enabling you to see records “not in,” or records that do not have a relationship. When you do this, the view is available from within CRM, but cannot be selected for […]
Got a question this morning: “Why can’t I set my default dashboard in CRM 2015 like I could in CRM 2011?” First of all, you can set your default dashboard, if you are in your “home” sitemap area. So if your default sitemap area is “Sales,” you will be able to set the default when […]
In Dynamics CRM 2013 when using touch on a PC or a tablet like an iPad, you can view dashboards, but sometimes navigation and scrolling on dashboards via touch can be a bit tricky. When you touch a chart and swipe up and down, the dashboard will scroll as expected. However, if you touch a […]
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 […]
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 […]
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