How to create a dashboard activites count of calls, emails in MS CRM 2011
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Wednesday, June 20, 2012 7:33 AM
Hi all ,
I have requirement to create a dashboard to count the no of activities(calls) , emails happened with our customer .
How to do this ? Please help me.
Krishn Prasad Shetty
All Replies
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Wednesday, June 20, 2012 7:46 AMAnswerer
Hi Shetty,
Are you after a view or a graph of the count?
If you are after a chart - what would you like on the x and y axes and what type of chart?
If you are after a view - then unfortunately you can't add a count/group by column - you will need to create a custom report (using the Report Wizard as a starter). Then you can embed that report in the dashboard.
hth,
Scott
Scott Durow
Read my blog: www.develop1.net/public
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"- Proposed As Answer by Scott DurowMicrosoft Community Contributor, Editor Wednesday, June 20, 2012 7:40 PM
- Marked As Answer by JLattimerMicrosoft Community Contributor, Moderator Monday, December 24, 2012 4:20 AM
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Wednesday, June 20, 2012 10:45 AM
Hi Scott,
Thanks for your reply.
Krishn Prasad Shetty