When viewing the list of available dashboards, the user dashboards are listed separately from the system dashboards. This is done to help the user quickly identify the set of dashboards that they have either created or have been granted access to through the sharing and assigning technique.
Carry out the following steps in order to complete this recipe:
- Select the Dashboards link from the Workplace area and click on the drop-down list of available dashboards, as shown in the following screenshot:
- The collection of user dashboards will be listed under the My Dashboards section in this list. Select one of the user dashboards that you created in the earlier chapters, as shown in the following screenshot:
When you create a new user dashboard, or one is assigned to you, it will appear in the My Dashboards list. Dynamics CRM maintains a list of available user dashboards based on your user account's read privileges.
Dynamics CRM allows for the creation of both user and system dashboards. The following section identifies the key differences between the two types.
Dynamics CRM supports two different types of dashboards:
- User dashboards are created and owned by an individual CRM user. User dashboards can be assigned and shared between users and teams in Dynamics CRM. When the owner makes changes to a user dashboard, those changes are available as soon as the dashboard is saved. User dashboards are generally created from the Dashboards section of the Workplace area in Dynamics CRM.
- System Dashboards are dashboards that are created by the CRM Administrator or system customizer in the systems customization area and are viewable by the entire organization. System dashboards cannot be assigned, shared, or restricted from individual users or teams within Dynamics CRM. When the CRM Administrator makes changes to a system dashboard, these changes are not available to the general users until they are published as part of the overall solution. System dashboards are created in the Customization section as part of the Default Solution or custom Solution Packages as part of a project.