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Dashboards in this year vs last year CRM 2011

Resposta Proposta Dashboards in this year vs last year CRM 2011

  • mercredi 23 mai 2012 04:03
     
     
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    • Dashboards:  Can we customize a dashboard to show, for example, Accounts this year YTD versus last year versus last year/full year?

    Hari Krishna G

     

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  • mercredi 23 mai 2012 06:21
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    Hi,

    yes,you can developed a custom report for your requirement and place it in dashboard.

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  • mercredi 23 mai 2012 09:00
     
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    you can design a Report and import into crm and place it in Dashboard as Mahender suggested.

    Or

    you can Create a Chart from Existing Dynamics CRM "Accounts by Months" Chart. Export the Chart Edit it and Import back to the system.

    Goto. Setting -> Customization - > Account Entity(Expand)-> Charts -> Select the chart (Click action button) -> Click Export

    Open the Xml file in any Editor and replace "month" to "year" - only a single line change.

    From this,

     <attribute groupby="true" alias="groupby_column" dategrouping="month" name="createdon" />

    to this.

     <attribute groupby="true" alias="groupby_column" dategrouping="year" name="createdon" />


    Save and Import back to the system using same method as exported. insert the chart in the Dashboard. 

    - Purush(MCTS) Rogrand Consulting(www.rogrand.com)China