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How do I move the "sales manager dashboard" report to my workplace and view as a dashboard? RRS feed

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    How do I move the "sales manager dashboard" report to my workplace and view as a dashboard?
    Tuesday, October 20, 2009 7:03 PM

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    Hi,

    You need to modify the SiteMap to add the link to your navigation.

    Is your "Sale manager dashboard" report a SSRS in CRM?
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Tuesday, October 20, 2009 7:17 PM
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    Every report was a web address associated to it. To reveal it, run the report and hit F11. This displays the IE address bar.

    Once you have this, go to Settings-Customization-Export Customizations and export the Site Map.

    Take a copy in case things go badly and you can then reverse out the changes.

    This is an XML file. The simplest way to work with it is with a tool such as XMLNotepad (http://www.microsoft.com/DownLoads/details.aspx?FamilyID=72d6aa49-787d-4118-ba5f-4f30fe913628&displaylang=en).

    I'd probably copy and existing entry and adjust as required.

    Once done, go to Settings-Customization-Import Customizations and follow the prompts.

    That should be it. you may need to close down the client and restart but your changes should come through.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, October 20, 2009 8:46 PM

All replies

  • Question
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    0
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    Hi,

    You need to modify the SiteMap to add the link to your navigation.

    Is your "Sale manager dashboard" report a SSRS in CRM?
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Tuesday, October 20, 2009 7:17 PM
    Moderator
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    I'm really not sure what an SSRS is. New to CRM. It is just listed in the reports menu with all the other standard reports. How do I get to the site map?
    Tuesday, October 20, 2009 7:52 PM
  • Question
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    Every report was a web address associated to it. To reveal it, run the report and hit F11. This displays the IE address bar.

    Once you have this, go to Settings-Customization-Export Customizations and export the Site Map.

    Take a copy in case things go badly and you can then reverse out the changes.

    This is an XML file. The simplest way to work with it is with a tool such as XMLNotepad (http://www.microsoft.com/DownLoads/details.aspx?FamilyID=72d6aa49-787d-4118-ba5f-4f30fe913628&displaylang=en).

    I'd probably copy and existing entry and adjust as required.

    Once done, go to Settings-Customization-Import Customizations and follow the prompts.

    That should be it. you may need to close down the client and restart but your changes should come through.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, October 20, 2009 8:46 PM