Expanding and collapsing dashboard sections

Dashboards in Dynamics CRM 2011 can be filled with many different sets of data. To help organize this information better, some dashboard layouts come with expandable and collapsible sections. Not all the layouts support collapsing sections, so we will focus on one of the standard dashboards that do. For more information, the Creating a user dashboard recipe in Chapter 3, Creating a Dashboard provides more detailed information about which dashboard layouts support collapsing sections.

Getting ready

Start by going to the Dashboards section in the Dynamics CRM 2011 Workplace area.

How to do it...

Carry out the following in order to complete this recipe:

  1. From the Dynamics CRM 2011 Workplace area, select the Dashboards link.
  2. Select Marketing Dashboard from the list of available standard dashboards, as shown in the following screenshot:
    How to do it...
  3. Marketing Dashboard is a large dashboard that requires the user to scroll down to view all the contents. Scroll down the screen and you will find three sections named Marketing KPIs, Activities, and Campaigns.
  4. Single-click on the title of the first section, Marketing KPIs, to toggle the section's visibility.
How to do it...

There's more...

You will notice that when you reopen a Dashboard section, if there are charts displayed in that section they will be refreshed (reloaded) to show the latest data.

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