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form for view collections?

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Hello - I have a biz request to display a collection of views for a particular entity, which should be displayed on a shared form. What's the proper way to implement this in CRM? Should this be implemented as a type of Dashboard? It seems like CRM should have a more general type of form on which to group related views for a general entity view details page?

Wednesday, August 14, 2013 8:25 PM

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Hi,

How about using the CRM dashboard page, http://community.dynamics.com/crm/b/c5insightblog/archive/2011/03/14/visualizations-how-to-create-charts-and-dashboards-in-dynamics-crm-2011.aspx

You could create customized dashboard containing views as per your biz requirements.

if you want to display within a form, You could a silverlight Web Resource to create a form-level dashboard or simply create sub-grids and filter them using fetchXML.

Kindly mark as answer if it has solved your query, or vote as helpful if it has helped

Regards

Darrel D'costa

Wednesday, August 21, 2013 5:29 AM