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Insert table in the dashboard RRS feed

  • Question

  • Hello,

    how i can create a table in the dashboard opportunity in Dynamics CRM 2013, the mockup of the table:>



    Mark as answer or vote as helpful if you find it useful | Ammar Zaied [MCP]

    Thursday, March 5, 2015 11:19 AM

Answers

All replies

  • Hello,

    Such kind of controls could be added only using development. If you want to go customizations way you can do following:

    1. Create Views that will return opportunities by years.

    2. Add a grid control to your dashboard and define available views for a dashboard.


    Dynamics CRM MVP
    My blog

    Thursday, March 5, 2015 11:28 AM
    Moderator
  • Two other ways I would consider:

    1. Create an HTML Web Resource using JQuery (complex but powerful)
    2. Create a CRM Report and add as an IFrame (easy but ugly)
    Thursday, March 5, 2015 2:37 PM
  • Two other ways I would consider:

    1. Create an HTML Web Resource using JQuery (complex but powerful)
    2. Create a CRM Report and add as an IFrame (easy but ugly)
    but, how to create an html web resource using jquery ?

    Mark as answer or vote as helpful if you find it useful | Ammar Zaied [MCP]

    Thursday, March 5, 2015 7:23 PM
  • The MSDN references regarding the OData endpoint and SDK have some helpful samples.  It's pretty complex, but the SampleCode for a JQuery Contact editor demonstrates how powerful the REST api is.
    • Proposed as answer by HIMBAPModerator Monday, March 9, 2015 6:03 AM
    • Marked as answer by Ammar.Zaied Monday, March 9, 2015 12:52 PM
    Friday, March 6, 2015 8:06 PM