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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Display dashboard on t...
Microsoft Dynamics CRM (Archived)

Display dashboard on the form

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Posted on by Subramanya 165

Hi ,

I have a requirement where i have to show a dashboard on account form like 365 degree view with all the related entities of that particular account based on status with chart like a out of box sales dashboard.

Is it possible? what should be the approach?

Any help would be appreciated.

Thanks,

Subramanya

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Refer this:

    dynamicscrmpros.com/integrating-a-microsoft-dynamics-crm-dashboard-into-any-entity

  • Subramanya Profile Picture
    Subramanya 165 on at

    Hi,

    Thanks for the reply , the approach suggested shows global dashboard in crm form, what my requirement is like for a particular account i have to filter the data in the dashboard.

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at

    Hi Subramanya,

    Below article by The Chart Guy, explains how to display charts on Forms.  You can simply add sub grids and set the Chart properties.

    crmchartguy.wordpress.com/.../charts-on-forms

  • Subramanya Profile Picture
    Subramanya 165 on at

    Hi Nadeeja,

    Thanks for the reply, this works for me what i want little extra is exactly like a dashboard view , In chart an option for user to open list of records which makes the chart view so that user can open the records from the same view if i add another subgrid for user to view list of records it will be a performance overhead so. is there any options for that ?

    Thanks,

    Subramanya

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at

    Hi Subramanya,

    Yes, it's possible. Tick the "Display Chart Selection" checkbox and untick "Show Chart Only".  That should enable you to switch between Chart and View in the same section.

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