27. May 2010 15:55

How to start a dashboard out of CRM 4.0?

Filed Under(CRM 4.0 | Dashboard 4) By George

CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.

...

1.    Start dashboard as "normal" 
http://server:port/DashBoard/Dashboard.aspx?orgname=YourOrgname
Example: http://crm:5555/DashBoard/Dashboard.aspx?orgname=PTMEDVSystemeGmbH

2.    Start dashboard with a predefined dashboard
http://server:port/DashBoard/DashBoard.aspx?orgname=YourOrgname&DBID={3223A69E-DFF9-DE11-A1CC-001CC4AA705A}&ShowMenu=true
(If you do not define the ShowMenu parameter, the default value is false.)

3.    Start dashboard with a predefined dashboard and hide the dashboard menu. If you take this option, the user interface is limited.
http://server:port/DashBoard/DashBoard.aspx?orgname=YourOrgname&DBID={3223A69E-DFF9-DE11-A1CC-001CC4AA705A}

How do I find the desired Dashboard ID?

Navigate to SETTINGS, select DASHBOARDS SL and open your desired dashboard.

image

 

Figure 1: Settings > Dashboards SL

 

 

 

 

Copy the market ID from the browser adress bar. 

image

 

Figure 2: Copy the market ID

 

 

 

 

 

 

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Tags:

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List