After creating a user dashboard or getting access to another user dashboard (see Chapter 4, Sharing and Assigning Dashboards), you may still need to adjust the layout and settings of the dashboard.
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area.
- Select one of your user dashboards (created in Chapter 3, Creating a Dashboard), as shown in the following screenshot:
- From the Dashboards menu in the Dynamics CRM 2011 ribbon, click on the Edit button, as highlighted in the following screenshot:
- The dashboard editor screen will open, and the dashboard is now in Edit mode, as shown in the following screenshot:
- In order to edit the components on the dashboard, select a component by clicking on it with the mouse, and then click on the Edit Component ribbon button, as shown in the following screenshot:
Dynamics CRM has a robust security system that combines roles-based security and user permissions. These security settings allow the administrator to control access to data and functionality in the Dynamics CRM system.
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