Lists are valuable tools when viewing data. In Chapter 2, Interacting with Dashboards, we covered how users can search, sort, and filter data in a list. This recipe will show you how to add new list to a user dashboard.
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area.
- Select the same personal dashboard we created in the first recipe (Creating a user dashboard).
- 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 your dashboard will be in edit mode. In order to place a list into an existing placeholder spot, use the mouse, and click on the list icon located in the large bottom-right component placeholder, as highlighted in the following screenshot:
- The Component Designer window will appear and this is where you select the list to be added to the dashboard. Leave the Record Type setting as Accounts.
- Leave the View setting as My Active Accounts. The dialog will now look similar to the following screenshot:
- Click on the OK button to add this list to the dashboard.
- Back on the dashboard, click on the Save and Close button in the toolbar.
- This will take you back to your dashboard in the Workplace section. The My Active Accounts view will be displayed in a list on the dashboard, as shown in the following screenshot:
The list component displays an existing CRM data view. In previous versions of Dynamics CRM, before Dashboards were available, developers would create ASP.NET pages that used IFrames containing a link to an existing CRM view. This complexity has been replaced with the new standard feature.
You can add multiple lists to the dashboard by selecting one of the other empty component placeholders and following the same steps to select the proper list.
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