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Microsoft Dynamics CRM (Archived)

How can I show numbers on dashboard ?

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In Dynamics CRM, how we can acheive numbers on dashboard? Say, I have 25 leads in not actioned state, then it will be shown as Not actioned Leads - 25 (with hyperlink), if clicked on 25, then those 25 records should be displayed.

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  • Community Member Profile Picture
    on at

    This is possible at Lead main Grid where you can create charts and by clicking on chart numbers you can see the records.

    6646.Capture.PNG

  • Suggested answer
    sathis kumar Profile Picture
    on at

    Hi ,

    You can show the CRM Reports to show the numbers and hyperlink in the custom SSRS reports dynamically embed them in Dashboard.

    Adding Reports in Dashboard :http://www.powerxrm.com/add-report-to-dashboards-in-crm-20152016/

    Regards,
    Sathis

  • Community Member Profile Picture
    on at

    Thanks for your reply.But, I have been able to show numbers on dashboards using the below link:

    crmchartguy.wordpress.com/.../add-key-figures-to-dashboards-in-ms-dynamics-crm

    But,additional requirement is to add a hyperlink to each of these key figures,so that when i click on any key figure,it should take me to the corresponding view.

  • sathis kumar Profile Picture
    on at

    Hi,

    Based on the reference link , it is CRM Charts.

    Adding Hyperlink in CRM Charts is not possible, as suggested using  Custom SSRS reports is only way to make the hyperlink

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