Sharing a user dashboard
Creating your own dashboard is an excellent way to personalize the Dynamics CRM application by letting you organize the components in a way that suits your needs. Sharing the user dashboard allows other CRM users to access it while ensuring that you still retain ownership of that dashboard.
Getting ready
This recipe assumes that there is more than just one user account in your Dynamics CRM system. Navigate to the Dashboards section in the Dynamics CRM 2011 Workplace area.
How to do it...
Carry out the following steps:
- Select the Dashboards link from the Workplace area and click on the drop-down list of available dashboards, as shown in the following screenshot:
- The user dashboards will be in the My Dashboards section of this ...
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