Importing a dashboard into Dynamics CRM
This recipe includes the steps required to import and publish a solution package that contains the edited dashboard layout from the previous recipe.
Getting ready
Once you have exported and edited the dashboard as outlined in the other recipes in this chapter, navigate to the Solutions section in the Dynamics CRM 2011 Settings area.
How to do it…
Carry out the following steps in order to complete this recipe:
- Once you have navigated to the Solutions section in the Settings area, click on the Import button in the toolbar, as shown in the following screenshot:
- The Select Solution Package screen will appear and prompt ...
Get Microsoft Dynamics CRM 2011: Dashboards Cookbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.