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Include Custom Dashboard in Solution in crm 2011 RRS feed

  • Question

  • Hi all,

    I am using CRM 2011 online. In my system I have created 10 Dashboard and 5 Reports. but when I am trying to create a solution with all the entities and Dashboard and Reports, I found that:

    1. In Add Existing Entity option there is a entity named Report in the list.

    2. In Add Existing Dashboard option have only the system dashboard in the list.

    3. In Add Existing Report option have only the system report in the list.

    So my question is:

    Q1. Does this include all custom report which i have created?

    Q2. How to include the Custom Dashboards to the solution?

    Q3. If Q1 answer is NO, then how to include the Custom Reports to the solution?

    Thanks.

    Monday, February 27, 2012 5:18 AM

Answers

  • Got the solution,

    We have to create the dashboard from:

    Settings > Customization > Customize the system > Dashboard > New

    If we follow the above steps to create a dashboard, then it can be found when we try to export that to any other Instance.

    Thanks & Regards,

    Ayan

    ----------------------------------------------------------------------------------------

    If you find this post helpful then please "Vote as Helpful".

    • Marked as answer by aanch Monday, February 27, 2012 5:49 AM
    Monday, February 27, 2012 5:48 AM

All replies

  • Hi all,

    I am using CRM 2011 online. In my system I have created 10 Dashboard and 5 Reports. but when I am trying to create a solution with all the entities and Dashboard and Reports, I found that:

    1. In Add Existing Entity option there is a entity named Report in the list.

    2. In Add Existing Dashboard option have only the system dashboard in the list.

    3. In Add Existing Report option have only the system report in the list.

    So my question is:

    Q1. Does this include all custom report which i have created?

    Q2. How to include the Custom Dashboards to the solution?

    Q3. If Q1 answer is NO, then how to include the Custom Reports to the solution?

    Thanks.

    Monday, February 27, 2012 5:20 AM
  • Got the solution,

    We have to create the dashboard from:

    Settings > Customization > Customize the system > Dashboard > New

    If we follow the above steps to create a dashboard, then it can be found when we try to export that to any other Instance.

    Thanks & Regards,

    Ayan

    ----------------------------------------------------------------------------------------

    If you find this post helpful then please "Vote as Helpful".

    • Marked as answer by aanch Monday, February 27, 2012 5:48 AM
    Monday, February 27, 2012 5:48 AM
  • Got the solution,

    We have to create the dashboard from:

    Settings > Customization > Customize the system > Dashboard > New

    If we follow the above steps to create a dashboard, then it can be found when we try to export that to any other Instance.

    Thanks & Regards,

    Ayan

    ----------------------------------------------------------------------------------------

    If you find this post helpful then please "Vote as Helpful".

    • Marked as answer by aanch Monday, February 27, 2012 5:49 AM
    Monday, February 27, 2012 5:48 AM